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

Dynasty 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 		$287M Buy
2,900,060
+159,962
+6% +$15.8M 2.13% 16
2026
Q1 		$272M Sell
2,740,098
-167,511
-6% -$16.8M 2.37% 14
2025
Q4 		$290M Buy
2,907,609
+182,311
+7% +$18.3M 2.85% 14
2025
Q3 		$273M Buy
2,725,298
+258,540
+10% +$25.7M 3.65% 11
2025
Q2 		$245M Sell
2,466,758
-24,331
-1% -$2.38M 4.17% 9
2025
Q1 		$246M Sell
2,491,089
-457,241
-16% -$44.7M 4.11% 9
2024
Q4 		$286M Sell
2,948,330
-22,910
-0.8% -$2.26M 4.93% 5
2024
Q3 		$301M Buy
2,971,240
+581,019
+24% +$58M 9.08% 2
2024
Q2 		$232M Buy
2,390,221
+260,379
+12% +$25.1M 6.84% 4
2024
Q1 		$209M Buy
+2,129,842
New +$208M 6.65% 5

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

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

Dynasty Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q2 2026, buying an estimated $15.8M and bringing the position to 2,900,060 shares worth $287M. The position accounts for 2.13% of the portfolio, ranked #16.

Dynasty Wealth Management first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $301M in Q3 2024. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Dynasty Wealth Management held 2,900,060 shares of iShares Core US Aggregate Bond ETF worth $287M as of Q2 2026.
  • Dynasty Wealth Management bought 159,962 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $15.8M.
  • iShares Core US Aggregate Bond ETF made up 2.13% of Dynasty Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Dynasty Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Dynasty Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $301M in Q3 2024.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.