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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$280K Buy
2,823
+403
+17% +$39.9K 0.08% 151
2026
Q1 		$240K Buy
2,420
+117
+5% +$11.7K 0.07% 148
2025
Q4 		$230K Sell
2,303
-458
-17% -$46K 0.07% 163
2025
Q3 		$277K Sell
2,761
-60
-2% -$5.95K 0.09% 125
2025
Q2 		$280K Sell
2,821
-249
-8% -$24.4K 0.09% 117
2025
Q1 		$304K Buy
3,070
+197
+7% +$19.3K 0.11% 113
2024
Q4 		$279K Buy
2,873
+1,016
+55% +$100K 0.11% 113
2024
Q3 		$188K Sell
1,857
-406
-18% -$40.5K 0.1% 98
2024
Q2 		$220K Buy
2,263
+19
+0.8% +$1.83K 0.13% 87
2024
Q1 		$220K Sell
2,244
-123
-5% -$12K 0.14% 84
2023
Q4 		$235K Sell
2,367
-5,516
-70% -$525K 0.15% 80
2023
Q3 		$741K Buy
7,883
+1,097
+16% +$106K 0.53% 28
2023
Q2 		$721K Sell
6,786
-1,007
-13% -$99.5K 0.53% 28
2023
Q1 		$777K Sell
7,793
-105,483
-93% -$10.4M 0.61% 24
2022
Q4 		$11M Buy
+113,276
New +$11M 9.41% 3

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AGG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,823 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #151.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2022. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,823 shares of iShares Core US Aggregate Bond ETF worth $280K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 403 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39.9K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #151 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Core US Aggregate Bond ETF position peaked at $11M in Q4 2022.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.