Global Wealth Strategies & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-4	Closed	-$414	–	110
2026 Q1	$414	Hold	4	–	–	﹤0.01%	493
2025 Q4	$414	Sell	4 -111	-97%	-$11.1K	﹤0.01%	497
2025 Q3	$11.5K	Buy	115 +78	+211%	+$7.74K	﹤0.01%	274
2025 Q2	$3.68K	Sell	37 -8	-18%	-$784	﹤0.01%	277
2025 Q1	$4.46K	Sell	45 -15	-25%	-$1.47K	﹤0.01%	327
2024 Q4	$5.82K	Buy	60 +4	+7%	+$394	﹤0.01%	255
2024 Q3	$5.67K	Hold	56	–	–	﹤0.01%	232
2024 Q2	$5.44K	Hold	56	–	–	﹤0.01%	217
2024 Q1	$5.49K	Hold	56	–	–	﹤0.01%	221
2023 Q4	$5.56K	Hold	56	–	–	﹤0.01%	201
2023 Q3	$5.27K	Hold	56	–	–	﹤0.01%	202
2023 Q2	$5.49K	Hold	56	–	–	﹤0.01%	200
2023 Q1	$5.58K	Hold	56	–	–	﹤0.01%	201
2022 Q4	$5.43K	Buy	+56	New	+$5.42K	﹤0.01%	200

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

Global Wealth Strategies & Associates's AGG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 4 shares — an estimated $414 sold.

Global Wealth Strategies & Associates first reported a position in AGG in Q4 2022 and held it in 14 quarters. The position peaked at $11.5K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 4 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $414.
Global Wealth Strategies & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares Core US Aggregate Bond ETF position peaked at $11.5K in Q3 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.