Discipline Wealth Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Discipline Wealth Solutions’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	$37.5M	Sell	378,419 -9,396	-2%	-$930K	3.27%	8
2026 Q1	$38.5M	Buy	387,815 +233,592	+151%	+$23.4M	4.05%	4
2025 Q4	$15.4M	Buy	154,223 +127,677	+481%	+$12.8M	2.86%	9
2025 Q3	$2.66M	Buy	26,546 +8,157	+44%	+$809K	0.7%	30
2025 Q2	$1.82M	Buy	18,389 +7,133	+63%	+$699K	0.7%	25
2025 Q1	$1.11M	Sell	11,256 -490	-4%	-$47.9K	0.53%	26
2024 Q4	$1.14M	Sell	11,746 -5,107	-30%	-$503K	0.53%	29
2024 Q3	$1.71M	Buy	16,853 +11,188	+197%	+$1.12M	0.9%	19
2024 Q2	$550K	Buy	+5,665	New	+$547K	0.43%	17

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

Discipline Wealth Solutions's AGG Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, selling an estimated $930K and leaving 378,419 shares worth $37.5M. The position accounts for 3.27% of the portfolio, ranked #8.

Discipline Wealth Solutions first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.5M in Q1 2026. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Discipline Wealth Solutions held 378,419 shares of iShares Core US Aggregate Bond ETF worth $37.5M as of Q2 2026.
Discipline Wealth Solutions sold 9,396 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $930K.
iShares Core US Aggregate Bond ETF made up 3.27% of Discipline Wealth Solutions's portfolio in Q2 2026, its #8 holding.
Discipline Wealth Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's iShares Core US Aggregate Bond ETF position peaked at $38.5M in Q1 2026.
2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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