Highline Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Highline Wealth Partners’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	$88.7K	Sell	896 -1	-0.1%	-$99	0.02%	182
2026 Q1	$89K	Hold	897	–	–	0.02%	124
2025 Q4	$89.6K	Hold	897	–	–	0.03%	96
2025 Q3	$89.9K	Buy	+897	New	+$89K	0.02%	124
2024 Q4	–	Sell	-670	Closed	-$67.9K	–	605
2024 Q3	$67.9K	Buy	670 +414	+162%	+$41.3K	0.02%	118
2024 Q2	$24.9K	Sell	256 -770	-75%	-$74.3K	0.01%	161
2024 Q1	$100K	Buy	1,026 +770	+301%	+$75.4K	0.04%	112
2023 Q4	$25.4K	Hold	256	–	–	0.01%	145
2023 Q3	$24.1K	Hold	256	–	–	0.01%	135
2023 Q2	$25.1K	Hold	256	–	–	0.02%	124
2023 Q1	$25.5K	Hold	256	–	–	0.02%	123
2022 Q4	$24.8K	Hold	256	–	–	0.02%	121
2022 Q3	$24.7K	Buy	+256	New	+$25.9K	0.02%	107

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

Highline Wealth Partners's AGG Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.11% in Q2 2026, selling an estimated $99 and leaving 896 shares worth $88.7K. The position accounts for 0.02% of the portfolio, ranked #182.

Highline Wealth Partners first reported a position in AGG in Q3 2022 and has held it in 13 quarters since. The position peaked at $100K in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Highline Wealth Partners held 896 shares of iShares Core US Aggregate Bond ETF worth $88.7K as of Q2 2026.
Highline Wealth Partners sold 1 iShares Core US Aggregate Bond ETF share in Q2 2026, an estimated $99.
iShares Core US Aggregate Bond ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #182 holding.
Highline Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 13 quarters since.
Highline Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $100K in Q1 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.