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

Firethorn 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 		$386K Sell
3,902
-991
-20% -$98.1K 0.12% 139
2026
Q1 		$486K Sell
4,893
-2,417
-33% -$242K 0.18% 117
2025
Q4 		$730K Sell
7,310
-500
-6% -$50.2K 0.27% 81
2025
Q3 		$783K Sell
7,810
-545
-7% -$54.1K 0.31% 73
2025
Q2 		$829K Buy
8,355
+4,388
+111% +$430K 0.36% 62
2025
Q1 		$392K Buy
3,967
+337
+9% +$32.9K 0.19% 108
2024
Q4 		$352K Sell
3,630
-19
-0.5% -$1.87K 0.17% 101
2024
Q3 		$369K Sell
3,649
-160
-4% -$16K 0.19% 101
2024
Q2 		$370K Sell
3,809
-74
-2% -$7.14K 0.21% 97
2024
Q1 		$380K Sell
3,883
-1,965
-34% -$192K 0.22% 91
2023
Q4 		$580K Sell
5,848
-48
-0.8% -$4.57K 0.38% 56
2023
Q3 		$554K Sell
5,896
-504
-8% -$48.5K 0.43% 46
2023
Q2 		$627K Sell
6,400
-83
-1% -$8.21K 0.47% 41
2023
Q1 		$640K Sell
6,483
-1,399
-18% -$138K 0.5% 39
2022
Q4 		$765K Sell
7,882
-1
-0% -$97 0.65% 33
2022
Q3 		$759K Sell
7,883
-7,774
-50% -$786K 0.71% 28
2022
Q2 		$1.63M Buy
15,657
+3,751
+32% +$385K 1.32% 14
2022
Q1 		$1.27M Sell
11,906
-3,619
-23% -$398K 0.97% 21
2021
Q4 		$1.77M Buy
+15,525
New +$1.78M 1.32% 15
2021
Q2 		$810K Buy
7,027
+1,740
+33% +$199K 0.68% 36
2021
Q1 		$602K Buy
5,287
+3,503
+196% +$406K 0.56% 48
2020
Q4 		$211K Buy
+1,784
New +$210K 0.23% 93

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

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

Firethorn Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, selling an estimated $98.1K and leaving 3,902 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #139.

Firethorn Wealth Partners first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.77M in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Firethorn Wealth Partners held 3,902 shares of iShares Core US Aggregate Bond ETF worth $386K as of Q2 2026.
  • Firethorn Wealth Partners sold 991 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $98.1K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Firethorn Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Firethorn Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.77M in Q4 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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