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

Evolution 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 		$181K Buy
1,826
+849
+87% +$84K 0.11% 130
2026
Q1 		$97K Buy
977
+119
+14% +$11.9K 0.07% 178
2025
Q4 		$85.7K Buy
858
+457
+114% +$45.9K 0.07% 185
2025
Q3 		$40.2K Buy
+401
New +$39.8K 0.04% 221

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

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

Evolution Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 87% in Q2 2026, buying an estimated $84K and bringing the position to 1,826 shares worth $181K. The position accounts for 0.11% of the portfolio, ranked #130.

Evolution Wealth Management first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Evolution Wealth Management held 1,826 shares of iShares Core US Aggregate Bond ETF worth $181K as of Q2 2026.
  • Evolution Wealth Management bought 849 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $84K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Evolution Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Evolution Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.