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CWA Asset Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CWA Asset Management Group’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 		– Sell
-2,383
Closed -$237K – 722
2026
Q1 		$237K Sell
2,383
-311
-12% -$31.1K 0.01% 606
2025
Q4 		$269K Sell
2,694
-1,223
-31% -$123K 0.01% 562
2025
Q3 		$393K Sell
3,917
-2,061
-34% -$204K 0.01% 514
2025
Q2 		$593K Sell
5,978
-223,106
-97% -$21.9M 0.03% 428
2025
Q1 		$22.7M Buy
229,084
+28,666
+14% +$2.8M 1.09% 19
2024
Q4 		$19.4M Buy
200,418
+11,645
+6% +$1.15M 0.98% 17
2024
Q3 		$19.1M Buy
+188,773
New +$18.8M 1.02% 21
2024
Q1 		$12.8M Buy
130,779
+26,569
+25% +$2.6M 0.78% 32
2023
Q4 		$10.3M Buy
104,210
+343
+0.3% +$32.6K 0.71% 36
2023
Q3 		$9.77M Buy
103,867
+22,673
+28% +$2.18M 0.72% 44
2023
Q2 		$7.95M Buy
81,194
+18,124
+29% +$1.79M 0.55% 46
2023
Q1 		$6.28M Buy
63,070
+22,225
+54% +$2.2M 0.47% 49
2022
Q4 		$3.96M Sell
40,845
-12,647
-24% -$1.22M 0.32% 76
2022
Q3 		$5.15M Buy
53,492
+7,863
+17% +$795K 0.5% 48
2022
Q2 		$4.64M Buy
45,629
+1,768
+4% +$182K 0.43% 54
2022
Q1 		$4.7M Buy
43,861
+26,599
+154% +$2.93M 0.36% 64
2021
Q4 		$1.97M Sell
17,262
-134
-0.8% -$15.3K 0.15% 111
2021
Q3 		$2M Sell
17,396
-282
-2% -$32.7K 0.16% 107
2021
Q2 		$2.04M Buy
17,678
+5,747
+48% +$658K 0.17% 104
2021
Q1 		$1.36M Sell
11,931
-186
-2% -$21.5K 0.12% 112
2020
Q4 		$1.43M Buy
12,117
+9,188
+314% +$1.08M 0.15% 106
2020
Q3 		$346K Buy
+2,929
New +$347K 0.05% 164
2020
Q2 		– Sell
-2,598
Closed -$300K – 217
2020
Q1 		$300K Sell
2,598
-31,390
-92% -$3.58M 0.06% 164
2019
Q4 		$3.82M Sell
33,988
-4,322
-11% -$487K 0.62% 56
2019
Q3 		$4.34M Buy
38,310
+9,279
+32% +$1.04M 0.7% 52
2019
Q2 		$3.23M Buy
29,031
+8,454
+41% +$924K 0.55% 60
2019
Q1 		$2.24M Buy
20,577
+11,940
+138% +$1.28M 0.43% 67
2018
Q4 		$920K Buy
8,637
+4,854
+128% +$509K 0.21% 88
2018
Q3 		$399K Sell
3,783
-470
-11% -$49.9K 0.09% 130
2018
Q2 		$452K Buy
4,253
+518
+14% +$54.9K 0.11% 123
2018
Q1 		$401K Buy
3,735
+1
+0% +$107 0.1% 124
2017
Q4 		$408K Sell
3,734
-458
-11% -$50.1K 0.11% 119
2017
Q3 		$459K Buy
4,192
+500
+14% +$54.9K 0.13% 105
2017
Q2 		$404K Sell
3,692
-379
-9% -$41.4K 0.13% 102
2017
Q1 		$442K Buy
4,071
+517
+15% +$55.9K 0.15% 100
2016
Q4 		$384K Buy
+3,554
New +$389K 0.16% 108

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

CWA Asset Management Group's AGG Position: Q2 2026 in Review

CWA Asset Management Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,383 shares — an estimated $237K sold.

CWA Asset Management Group first reported a position in AGG in Q4 2016 and held it in 36 quarters. The position peaked at $22.7M in Q1 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CWA Asset Management Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CWA Asset Management Group sold 2,383 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $237K.
  • CWA Asset Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 36 quarters.
  • CWA Asset Management Group's iShares Core US Aggregate Bond ETF position peaked at $22.7M in Q1 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.