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

Corepath 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 		$12.1M Buy
123,414
+6,696
+6% +$663K 7.55% 3
2026
Q1 		$11.6M Buy
116,718
+4,631
+4% +$463K 7.83% 3
2025
Q4 		$11.2M Buy
112,087
+1,416
+1% +$142K 7.52% 3
2025
Q3 		$11.1M Sell
110,671
-22,169
-17% -$2.2M 8.03% 3
2025
Q2 		$13.1M Buy
132,840
+5,018
+4% +$492K 11.03% 2
2025
Q1 		$12.5M Buy
127,822
+5,386
+4% +$527K 11.87% 2
2024
Q4 		$11.7M Buy
122,436
+7,430
+6% +$732K 11.44% 2
2024
Q3 		$11.4M Buy
115,006
+4,072
+4% +$406K 11.11% 2
2024
Q2 		$10.8M Buy
110,934
+3,667
+3% +$354K 11.42% 2
2024
Q1 		$10.2M Sell
107,267
-85,132
-44% -$8.33M 11.33% 2
2023
Q4 		$18.9M Buy
192,399
+511
+0.3% +$48.6K 10.53% 3
2023
Q3 		$18M Buy
191,888
+8,600
+5% +$828K 10.83% 2
2023
Q2 		$18M Buy
183,288
+75,724
+70% +$7.49M 10.55% 3
2023
Q1 		$10.7M Buy
107,564
+11,031
+11% +$1.09M 6.72% 4
2022
Q4 		$9.59M Buy
96,533
+3,715
+4% +$359K 6.39% 5
2022
Q3 		$8.8M Buy
92,818
+3,167
+4% +$320K 6.54% 5
2022
Q2 		$9.13M Buy
89,651
+3,094
+4% +$318K 6.76% 5
2022
Q1 		$8.97M Buy
86,557
+5,993
+7% +$660K 6.24% 6
2021
Q4 		$9.05M Buy
80,564
+4,257
+6% +$487K 6.48% 4
2021
Q3 		$8.75M Buy
76,307
+3,270
+4% +$379K 6.72% 4
2021
Q2 		$8.46M Buy
73,037
+6,333
+9% +$726K 6.55% 4
2021
Q1 		$7.62M Sell
66,704
-3,483
-5% -$403K 6.7% 4
2020
Q4 		$8.32M Buy
+70,187
New +$8.27M 8.67% 4

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Corepath Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.7% in Q2 2026, buying an estimated $663K and bringing the position to 123,414 shares worth $12.1M. The position accounts for 7.55% of the portfolio, ranked #3.

Corepath Wealth Partners first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.9M in Q4 2023. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Corepath Wealth Partners held 123,414 shares of iShares Core US Aggregate Bond ETF worth $12.1M as of Q2 2026.
  • Corepath Wealth Partners bought 6,696 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $663K.
  • iShares Core US Aggregate Bond ETF made up 7.55% of Corepath Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Corepath Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $18.9M in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.