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

DecisionMap Wealth Management’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 		$2.72M Buy
27,485
+1,277
+5% +$126K 1.52% 16
2026
Q1 		$2.6M Sell
26,208
-6,693
-20% -$670K 1.68% 16
2025
Q4 		$3.29M Buy
32,901
+2,303
+8% +$231K 2.03% 13
2025
Q3 		$3.07M Buy
30,598
+701
+2% +$69.5K 1.97% 14
2025
Q2 		$2.97M Sell
29,897
-432
-1% -$42.3K 2.03% 14
2025
Q1 		$3M Sell
30,329
-7,609
-20% -$744K 2.28% 11
2024
Q4 		$3.68M Buy
+37,938
New +$3.74M 2.91% 7

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

DecisionMap Wealth Management's AGG Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.9% in Q2 2026, buying an estimated $126K and bringing the position to 27,485 shares worth $2.72M. The position accounts for 1.52% of the portfolio, ranked #16.

DecisionMap Wealth Management first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • DecisionMap Wealth Management held 27,485 shares of iShares Core US Aggregate Bond ETF worth $2.72M as of Q2 2026.
  • DecisionMap Wealth Management bought 1,277 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $126K.
  • iShares Core US Aggregate Bond ETF made up 1.52% of DecisionMap Wealth Management's portfolio in Q2 2026, its #16 holding.
  • DecisionMap Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • DecisionMap Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.68M in Q4 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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