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

Financial Network 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	$1.89M	Buy	19,113 +1,401	+8%	+$139K	0.54%	28
2026 Q1	$1.76M	Buy	17,712 +10,588	+149%	+$1.06M	0.56%	29
2025 Q4	$711K	Buy	7,124 +899	+14%	+$90.2K	0.22%	56
2025 Q3	$623K	Buy	+6,225	New	+$618K	0.19%	63
2025 Q1	$1.34M	Sell	13,560 -6,120	-31%	-$598K	0.47%	39
2024 Q4	$1.91M	Sell	19,680 -481	-2%	-$47.4K	0.68%	28
2024 Q3	$2.04M	Sell	20,161 -571	-3%	-$57K	0.73%	28
2024 Q2	$2.01M	Sell	20,732 -104	-0.5%	-$10K	0.77%	28
2024 Q1	$2M	Sell	20,836 -349	-2%	-$34.2K	0.95%	28
2023 Q4	$2.1M	Sell	21,185 -2,179	-9%	-$207K	0.91%	21
2023 Q3	$2.18M	Buy	23,364 +824	+4%	+$79.4K	1.06%	19
2023 Q2	$2.2M	Sell	22,540 -766	-3%	-$75.7K	1.02%	22
2023 Q1	$2.32M	Sell	23,306 -1,887	-7%	-$186K	1.15%	20
2022 Q4	$2.44M	Buy	+25,193	New	+$2.44M	1.32%	18

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

Financial Network Wealth Management's AGG Position: Q2 2026 in Review

Financial Network Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.9% in Q2 2026, buying an estimated $139K and bringing the position to 19,113 shares worth $1.89M. The position accounts for 0.54% of the portfolio, ranked #28.

Financial Network Wealth Management first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.44M in Q4 2022. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Financial Network Wealth Management held 19,113 shares of iShares Core US Aggregate Bond ETF worth $1.89M as of Q2 2026.
Financial Network Wealth Management bought 1,401 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $139K.
iShares Core US Aggregate Bond ETF made up 0.54% of Financial Network Wealth Management's portfolio in Q2 2026, its #28 holding.
Financial Network Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Financial Network Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.44M in Q4 2022.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.