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

EPG 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	$3.98K	Hold	40	–	–	﹤0.01%	304
2026 Q1	$3.95K	Hold	40	–	–	﹤0.01%	305
2025 Q4	$3.95K	Buy	40 +1	+3%	+$100	﹤0.01%	300
2025 Q3	$3.91K	Hold	39	–	–	﹤0.01%	300
2025 Q2	$3.83K	Buy	39 +1	+3%	+$98	﹤0.01%	296
2025 Q1	$3.78K	Hold	38	–	–	﹤0.01%	399
2024 Q4	$3.68K	Hold	38	–	–	﹤0.01%	403
2024 Q3	$3.85K	Buy	+38	New	+$3.79K	﹤0.01%	399
2024 Q2	–	Sell	-38	Closed	-$3.67K	–	421
2024 Q1	$3.72K	Hold	38	–	–	﹤0.01%	420
2023 Q4	$3.68K	Buy	+38	New	+$3.62K	﹤0.01%	401
2023 Q3	–	Sell	-59	Closed	-$5.78K	–	422
2023 Q2	$5.78K	Buy	+59	New	+$5.83K	﹤0.01%	377
2022 Q1	–	Sell	-225	Closed	-$26K	–	397
2021 Q4	$26K	Buy	225 +1	+0.4%	+$114	0.01%	326
2021 Q3	$26K	Buy	+224	New	+$26K	0.01%	303
2020 Q2	–	Sell	-244	Closed	-$28K	–	156
2020 Q1	$28K	Sell	244 -107	-30%	-$12.2K	0.02%	345
2019 Q4	$39K	Buy	+351	New	+$39.6K	0.03%	260

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

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

EPG Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 40 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

EPG Wealth Management first reported a position in AGG in Q4 2019 and has held it in 15 quarters since. The position peaked at $39K in Q4 2019. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

EPG Wealth Management held 40 shares of iShares Core US Aggregate Bond ETF worth $3.98K as of Q2 2026.
EPG Wealth Management 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 EPG Wealth Management's portfolio in Q2 2026, its #304 holding.
EPG Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $39K in Q4 2019.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.