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

Cyndeo 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 		$2.53M Buy
25,600
+381
+2% +$37.7K 0.12% 169
2026
Q1 		$2.5M Buy
25,219
+604
+2% +$60.4K 0.13% 155
2025
Q4 		$2.46M Sell
24,615
-545
-2% -$54.7K 0.13% 150
2025
Q3 		$2.52M Buy
25,160
+1,711
+7% +$170K 0.14% 146
2025
Q2 		$2.33M Sell
23,449
-787
-3% -$77.1K 0.14% 153
2025
Q1 		$2.4M Buy
24,236
+2,980
+14% +$291K 0.16% 146
2024
Q4 		$2.06M Sell
21,256
-1,832
-8% -$180K 0.14% 157
2024
Q3 		$2.34M Sell
23,088
-310,488
-93% -$31M 0.16% 151
2024
Q2 		$32.4M Buy
333,576
+5,802
+2% +$560K 2.54% 3
2024
Q1 		$32.1M Buy
327,774
+1,619
+0.5% +$158K 2.67% 2
2023
Q4 		$32.4M Sell
326,155
-12,840
-4% -$1.22M 3% 2
2023
Q3 		$31.9M Sell
338,995
-1,295
-0.4% -$125K 3.32% 2
2023
Q2 		$33.3M Sell
340,290
-135,640
-28% -$13.4M 3.48% 2
2023
Q1 		$47.4M Buy
475,930
+302,896
+175% +$29.9M 5.11% 1
2022
Q4 		$16.8M Buy
+173,034
New +$16.7M 1.97% 4

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q2 2026, buying an estimated $37.7K and bringing the position to 25,600 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #169.

Cyndeo Wealth Partners first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $47.4M in Q1 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cyndeo Wealth Partners held 25,600 shares of iShares Core US Aggregate Bond ETF worth $2.53M as of Q2 2026.
  • Cyndeo Wealth Partners bought 381 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $37.7K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $47.4M in Q1 2023.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.