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

Empirical 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	$745K	Sell	7,525 -1,501	-17%	-$149K	0.01%	500
2026 Q1	$896K	Sell	9,026 -1,801	-17%	-$180K	0.02%	380
2025 Q4	$1.08M	Buy	10,827 +5,092	+89%	+$511K	0.02%	327
2025 Q3	$575K	Sell	5,735 -471	-8%	-$46.7K	0.01%	438
2025 Q2	$616K	Sell	6,206 -581	-9%	-$56.9K	0.01%	388
2025 Q1	$671K	Buy	6,787 +388	+6%	+$37.9K	0.02%	355
2024 Q4	$620K	Sell	6,399 -98	-2%	-$9.65K	0.02%	349
2024 Q3	$658K	Buy	6,497 +901	+16%	+$89.9K	0.02%	333
2024 Q2	$543K	Buy	5,596 +287	+5%	+$27.7K	0.02%	341
2024 Q1	$520K	Sell	5,309 -1,141	-18%	-$112K	0.02%	335
2023 Q4	$640K	Sell	6,450 -440	-6%	-$41.9K	0.02%	289
2023 Q3	$648K	Sell	6,890 -719	-9%	-$69.2K	0.03%	271
2023 Q2	$745K	Sell	7,609 -48	-0.6%	-$4.75K	0.03%	257
2023 Q1	$763K	Sell	7,657 -1,130	-13%	-$112K	0.03%	263
2022 Q4	$852K	Sell	8,787 -4,933	-36%	-$477K	0.04%	230
2022 Q3	$1.32M	Buy	13,720 +7,021	+105%	+$710K	0.07%	170
2022 Q2	$681K	Buy	6,699 +109	+2%	+$11.2K	0.04%	249
2022 Q1	$705K	Buy	6,590 +3,906	+146%	+$430K	0.04%	267
2021 Q4	$306K	Sell	2,684 -34	-1%	-$3.89K	0.02%	419
2021 Q3	$312K	Sell	2,718 -711	-21%	-$82.4K	0.02%	372
2021 Q2	$395K	Buy	3,429 +589	+21%	+$67.5K	0.02%	333
2021 Q1	$323K	Sell	2,840 -786	-22%	-$91K	0.03%	314
2020 Q4	$429K	Buy	3,626 +359	+11%	+$42.3K	0.03%	265
2020 Q3	$386K	Sell	3,267 -318	-9%	-$37.7K	0.03%	248
2020 Q2	$424K	Sell	3,585 -4,301	-55%	-$503K	0.04%	233
2020 Q1	$910K	Buy	7,886 +295	+4%	+$33.6K	0.1%	120
2019 Q4	$853K	Sell	7,591 -598	-7%	-$67.4K	0.09%	138
2019 Q3	$927K	Buy	8,189 +2,763	+51%	+$311K	0.11%	119
2019 Q2	$604K	Sell	5,426 -218	-4%	-$23.8K	0.08%	138
2019 Q1	$616K	Sell	5,644 -1,708	-23%	-$183K	0.09%	124
2018 Q4	$783K	Buy	7,352 +944	+15%	+$99K	0.13%	90
2018 Q3	$676K	Sell	6,408 -190	-3%	-$20.2K	0.12%	99
2018 Q2	$701K	Sell	6,598 -1,010	-13%	-$107K	0.13%	86
2018 Q1	$816K	Sell	7,608 -1,372	-15%	-$147K	0.16%	73
2017 Q4	$982K	Sell	8,980 -952	-10%	-$104K	0.21%	52
2017 Q3	$1.09M	Sell	9,932 -735	-7%	-$80.7K	0.25%	50
2017 Q2	$1.17M	Sell	10,667 -137	-1%	-$15K	0.28%	46
2017 Q1	$1.17M	Sell	10,804 -1,041	-9%	-$113K	0.29%	41
2016 Q4	$1.28M	Sell	11,845 -658	-5%	-$72.1K	0.31%	37
2016 Q3	$1.41M	Sell	12,503 -356	-3%	-$40K	0.37%	33
2016 Q2	$1.45M	Sell	12,859 -1,845	-13%	-$205K	0.38%	33
2016 Q1	$1.63M	Buy	14,704 +725	+5%	+$79.3K	0.39%	32
2015 Q4	$1.51M	Sell	13,979 -1,163	-8%	-$127K	0.37%	31
2015 Q3	$1.66M	Sell	15,142 -18	-0.1%	-$1.96K	0.39%	36
2015 Q2	$1.65M	Sell	15,160 -735	-5%	-$80.8K	0.38%	32
2015 Q1	$1.77M	Sell	15,895 -603	-4%	-$67K	0.42%	33
2014 Q4	$1.82M	Sell	16,498 -1,201	-7%	-$132K	0.44%	32
2014 Q3	$1.93M	Sell	17,699 -791	-4%	-$86.4K	0.47%	31
2014 Q2	$2.02M	Buy	18,490 +3,404	+23%	+$370K	0.5%	29
2014 Q1	$1.63M	Buy	15,086 +1,521	+11%	+$164K	0.43%	34
2013 Q4	$1.44M	Buy	13,565 +1,382	+11%	+$148K	0.41%	32
2013 Q3	$1.31M	Buy	12,183 +1,360	+13%	+$145K	0.41%	30
2013 Q2	$1.16M	Buy	+10,823	New	+$1.19M	0.39%	26

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, selling an estimated $149K and leaving 7,525 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #500.

Empirical Wealth Management first reported a position in AGG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.02M in Q2 2014. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Empirical Wealth Management held 7,525 shares of iShares Core US Aggregate Bond ETF worth $745K as of Q2 2026.
Empirical Wealth Management sold 1,501 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $149K.
iShares Core US Aggregate Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #500 holding.
Empirical Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.02M in Q2 2014.
937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.