Concord Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Concord Wealth Partners's AGG Position: Q2 2026 in Review
Concord Wealth Partners opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 315 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AGG as recently as Q4 2025.
Concord Wealth Partners first reported a position in AGG in Q1 2021 and has held it in 19 quarters since. The position peaked at $212K in Q1 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Concord Wealth Partners held 315 shares of iShares Core US Aggregate Bond ETF worth $31.2K as of Q2 2026.
- iShares Core US Aggregate Bond ETF was a new Concord Wealth Partners position in Q2 2026.
- iShares Core US Aggregate Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #428 holding.
- Concord Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 19 quarters since.
- Concord Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $212K in Q1 2022.
- 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.