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

E-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 		$1.02M Sell
10,293
-220
-2% -$21.8K 0.74% 21
2026
Q1 		$1.04M Buy
10,513
+958
+10% +$95.8K 0.84% 20
2025
Q4 		$954K Buy
+9,555
New +$959K 0.8% 22

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

E-Wealth Partners's AGG Position: Q2 2026 in Review

E-Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q2 2026, selling an estimated $21.8K and leaving 10,293 shares worth $1.02M. The position accounts for 0.74% of the portfolio, ranked #21.

E-Wealth Partners first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • E-Wealth Partners held 10,293 shares of iShares Core US Aggregate Bond ETF worth $1.02M as of Q2 2026.
  • E-Wealth Partners sold 220 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Core US Aggregate Bond ETF made up 0.74% of E-Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • E-Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.04M in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.