Dynamic Wealth Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dynamic Wealth Strategies’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	$2.48K	Hold	25	–	–	﹤0.01%	280
2026 Q1	$2.48K	Hold	25	–	–	﹤0.01%	266
2025 Q4	$2.5K	Hold	25	–	–	﹤0.01%	240
2025 Q3	$2.51K	Sell	25 -1	-4%	-$99	﹤0.01%	230
2025 Q2	$2.6K	Hold	26	–	–	﹤0.01%	222
2025 Q1	$2.59K	Buy	+26	New	+$2.54K	﹤0.01%	219
2024 Q4	–	Sell	-26	Closed	-$3K	–	70
2024 Q3	$3K	Hold	26	–	–	﹤0.01%	216
2024 Q2	$3K	Hold	26	–	–	﹤0.01%	227
2024 Q1	$3K	Hold	26	–	–	﹤0.01%	232
2023 Q4	$2.59K	Buy	+26	New	+$2.47K	﹤0.01%	235

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

Dynamic Wealth Strategies's AGG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 25 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Dynamic Wealth Strategies first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3K in Q3 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Dynamic Wealth Strategies held 25 shares of iShares Core US Aggregate Bond ETF worth $2.48K as of Q2 2026.
Dynamic Wealth Strategies 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 Dynamic Wealth Strategies's portfolio in Q2 2026, its #280 holding.
Dynamic Wealth Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares Core US Aggregate Bond ETF position peaked at $3K in Q3 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.