FWP
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Family Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Family 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 		$2.57M Sell
25,993
-59
-0.2% -$5.84K 0.79% 27
2026
Q1 		$2.59M Sell
26,052
-3,347
-11% -$335K 0.88% 23
2025
Q4 		$2.94M Sell
29,399
-2,139
-7% -$215K 1.06% 22
2025
Q3 		$3.16M Sell
31,538
-287
-0.9% -$28.5K 1.19% 19
2025
Q2 		$3.16M Sell
31,825
-4,744
-13% -$465K 1.26% 17
2025
Q1 		$3.62M Sell
36,569
-2,438
-6% -$238K 1.65% 17
2024
Q4 		$3.78M Buy
39,007
+2,587
+7% +$255K 1.8% 17
2024
Q3 		$3.69M Sell
36,420
-4,057
-10% -$405K 1.89% 17
2024
Q2 		$3.93M Buy
40,477
+1,340
+3% +$129K 2.04% 17
2024
Q1 		$3.83M Sell
39,137
-9,934
-20% -$972K 2.17% 17
2023
Q4 		$4.87M Buy
+49,071
New +$4.67M 3.76% 8

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
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)
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

Family Wealth Partners's AGG Position: Q2 2026 in Review

Family Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.23% in Q2 2026, selling an estimated $5.84K and leaving 25,993 shares worth $2.57M. The position accounts for 0.79% of the portfolio, ranked #27.

Family Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.87M in Q4 2023. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Family Wealth Partners held 25,993 shares of iShares Core US Aggregate Bond ETF worth $2.57M as of Q2 2026.
  • Family Wealth Partners sold 59 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.84K.
  • iShares Core US Aggregate Bond ETF made up 0.79% of Family Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Family Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Family Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $4.87M in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.