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

Forteris 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 		$3.96M Buy
40,007
+217
+0.5% +$21.5K 3.24% 9
2026
Q1 		$3.95M Buy
39,790
+2,091
+6% +$209K 3.78% 6
2025
Q4 		$3.77M Buy
+37,699
New +$3.78M 3.71% 7

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

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

Forteris Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.55% in Q2 2026, buying an estimated $21.5K and bringing the position to 40,007 shares worth $3.96M. The position accounts for 3.24% of the portfolio, ranked #9.

Forteris Wealth Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Forteris Wealth Management held 40,007 shares of iShares Core US Aggregate Bond ETF worth $3.96M as of Q2 2026.
  • Forteris Wealth Management bought 217 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21.5K.
  • iShares Core US Aggregate Bond ETF made up 3.24% of Forteris Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Forteris Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.