Genesis Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Genesis Wealth Advisors’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	$558K	Sell	5,633 -618	-10%	-$61.1K	0.33%	32
2026 Q1	$621K	Sell	6,251 -57	-0.9%	-$5.7K	0.41%	23
2025 Q4	$630K	Sell	6,308 -420	-6%	-$42.1K	0.43%	24
2025 Q3	$674K	Sell	6,728 -25	-0.4%	-$2.48K	0.48%	27
2025 Q2	$670K	Sell	6,753 -1,240	-16%	-$122K	0.5%	27
2025 Q1	$791K	Sell	7,993 -694	-8%	-$67.8K	0.64%	23
2024 Q4	$842K	Buy	+8,687	New	+$856K	0.73%	27
2015 Q2	$5.69M	Buy	52,345 +4,275	+9%	+$470K	4.63%	5
2015 Q1	$5.36M	Buy	48,070 +1,812	+4%	+$201K	4.46%	4
2014 Q4	$5.15M	Buy	+46,258	New	+$5.09M	4.09%	5

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

Genesis Wealth Advisors's AGG Position: Q2 2026 in Review

Genesis Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.9% in Q2 2026, selling an estimated $61.1K and leaving 5,633 shares worth $558K. The position accounts for 0.33% of the portfolio, ranked #32.

Genesis Wealth Advisors first reported a position in AGG in Q4 2014 and has held it in 10 quarters since. The position peaked at $5.69M in Q2 2015. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Genesis Wealth Advisors held 5,633 shares of iShares Core US Aggregate Bond ETF worth $558K as of Q2 2026.
Genesis Wealth Advisors sold 618 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $61.1K.
iShares Core US Aggregate Bond ETF made up 0.33% of Genesis Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Genesis Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.69M in Q2 2015.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.