Core Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Core Wealth Partners’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Sell	15,948 -9,692	-38%	-$959K	0.67%	38
2026 Q1	$2.55M	Sell	25,640 -114	-0.4%	-$11.4K	1.18%	21
2025 Q4	$2.57M	Buy	25,754 +3,058	+13%	+$307K	1.16%	21
2025 Q3	$2.28M	Buy	22,696 +2,751	+14%	+$273K	1.04%	25
2025 Q2	$1.98M	Buy	+19,945	New	+$1.95M	1%	28

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Core Wealth Partners's AGG Position: Q2 2026 in Review

Core Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 38% in Q2 2026, selling an estimated $959K and leaving 15,948 shares worth $1.58M. The position accounts for 0.67% of the portfolio, ranked #38.

Core Wealth Partners first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q4 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Core Wealth Partners held 15,948 shares of iShares Core US Aggregate Bond ETF worth $1.58M as of Q2 2026.
Core Wealth Partners sold 9,692 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $959K.
iShares Core US Aggregate Bond ETF made up 0.67% of Core Wealth Partners's portfolio in Q2 2026, its #38 holding.
Core Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Core Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $2.57M in Q4 2025.
723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.