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

Destiny 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 		– Sell
-1,099
Closed -$109K – 208
2026
Q1 		$109K Buy
+1,099
New +$110K 0.01% 319
2025
Q4 		– Sell
-2,161
Closed -$217K – 213
2025
Q3 		$217K Hold
2,161
– – 0.03% 191
2025
Q2 		$214K Sell
2,161
-16
-0.7% -$1.57K 0.03% 178
2025
Q1 		$215K Buy
2,177
+58
+3% +$5.67K 0.03% 155
2024
Q4 		$205K Hold
2,119
– – 0.03% 165
2024
Q3 		$215K Buy
2,119
+16
+0.8% +$1.6K 0.04% 156
2024
Q2 		$204K Hold
2,103
– – 0.04% 153
2024
Q1 		$206K Hold
2,103
– – 0.04% 153
2023
Q4 		$207K Buy
+2,103
New +$200K 0.04% 152
2023
Q3 		– Sell
-2,103
Closed -$206K – 163
2023
Q2 		$206K Sell
2,103
-20
-0.9% -$1.98K 0.04% 159
2023
Q1 		$212K Buy
2,123
+1,329
+167% +$131K 0.04% 178
2022
Q4 		$77K Buy
+794
New +$76.8K 0.02% 248
2022
Q1 		– Sell
-237
Closed -$27K – 529
2021
Q4 		$27K Buy
+237
New +$27.1K 0.01% 369

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

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

Destiny Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 1,099 shares — an estimated $109K sold.

Destiny Wealth Partners first reported a position in AGG in Q4 2021 and held it in 13 quarters. The position peaked at $217K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,099 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $109K.
  • Destiny Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 13 quarters.
  • Destiny Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $217K in Q3 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.