DiNuzzo Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

DiNuzzo Private Wealth’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	$1.19K	Hold	12	–	–	﹤0.01%	848
2026 Q1	$1.19K	Hold	12	–	–	﹤0.01%	823
2025 Q4	$1.2K	Hold	12	–	–	﹤0.01%	823
2025 Q3	$1.19K	Sell	12 -19	-61%	-$1.89K	﹤0.01%	812
2025 Q2	$3.08K	Hold	31	–	–	﹤0.01%	484
2025 Q1	$3.07K	Hold	31	–	–	﹤0.01%	458
2024 Q4	$3K	Hold	31	–	–	﹤0.01%	464
2024 Q3	$3.14K	Buy	31 +2	+7%	+$200	﹤0.01%	458
2024 Q2	$2.82K	Sell	29 -6	-17%	-$579	﹤0.01%	411
2024 Q1	$3.43K	Sell	35 -2	-5%	-$196	﹤0.01%	318
2023 Q4	$3.67K	Buy	+37	New	+$3.52K	﹤0.01%	285

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DiNuzzo Private Wealth's AGG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 12 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

DiNuzzo Private Wealth first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.67K in Q4 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of iShares Core US Aggregate Bond ETF worth $1.19K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #848 holding.
DiNuzzo Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $3.67K in Q4 2023.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.