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

Fonville 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 		$1.53M Sell
15,482
-189
-1% -$18.7K 0.25% 60
2026
Q1 		$1.56M Sell
15,671
-1,317
-8% -$132K 0.3% 54
2025
Q4 		$1.7M Buy
16,988
+1,117
+7% +$112K 0.35% 50
2025
Q3 		$1.59M Buy
15,871
+1,208
+8% +$120K 0.36% 48
2025
Q2 		$1.45M Buy
14,663
+1,488
+11% +$146K 0.37% 50
2025
Q1 		$1.3M Buy
13,175
+10,053
+322% +$983K 0.38% 51
2024
Q4 		$303K Hold
3,122
– – 0.1% 89
2024
Q3 		$316K Buy
+3,122
New +$311K 0.11% 91

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

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

Fonville Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, selling an estimated $18.7K and leaving 15,482 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #60.

Fonville Wealth Management first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fonville Wealth Management held 15,482 shares of iShares Core US Aggregate Bond ETF worth $1.53M as of Q2 2026.
  • Fonville Wealth Management sold 189 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $18.7K.
  • iShares Core US Aggregate Bond ETF made up 0.25% of Fonville Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Fonville Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Fonville Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.7M in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.