FWL Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FWL Investment 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	$194K	Hold	1,963	–	–	0.04%	117
2026 Q1	$195K	Sell	1,963 -885	-31%	-$88.5K	0.04%	104
2025 Q4	$284K	Buy	2,848 +836	+42%	+$83.9K	0.07%	74
2025 Q3	$202K	Hold	2,012	–	–	0.05%	83
2025 Q2	$200K	Hold	2,012	–	–	0.06%	89
2025 Q1	$199K	Sell	2,012 -10	-0.5%	-$978	0.07%	79
2024 Q4	$196K	Sell	2,022 -112	-5%	-$11K	0.07%	84
2024 Q3	$216K	Buy	2,134 +2,092	+4,981%	+$209K	0.08%	73
2024 Q2	$4.08K	Hold	42	–	–	﹤0.01%	212
2024 Q1	$4.11K	Hold	42	–	–	﹤0.01%	197
2023 Q4	$4.17K	Buy	42 +10	+31%	+$952	﹤0.01%	199
2023 Q3	$3.01K	Buy	+32	New	+$3.08K	﹤0.01%	166
2023 Q2	–	Sell	-32	Closed	-$3.19K	–	51
2023 Q1	$3.19K	Hold	32	–	–	﹤0.01%	68
2022 Q4	$3.1K	Hold	32	–	–	﹤0.01%	165
2022 Q3	$3K	Buy	+32	New	+$3.24K	﹤0.01%	55

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

FWL Investment Management's AGG Position: Q2 2026 in Review

FWL Investment Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,963 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #117.

FWL Investment Management first reported a position in AGG in Q3 2022 and has held it in 15 quarters since. The position peaked at $284K in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

FWL Investment Management held 1,963 shares of iShares Core US Aggregate Bond ETF worth $194K as of Q2 2026.
FWL Investment Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of FWL Investment Management's portfolio in Q2 2026, its #117 holding.
FWL Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
FWL Investment Management's iShares Core US Aggregate Bond ETF position peaked at $284K in Q4 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.