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Impact Partnership Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Impact Partnership Wealth’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 		$341K Buy
3,446
+737
+27% +$72.9K 0.03% 323
2026
Q1 		$269K Buy
2,709
+526
+24% +$52.6K 0.03% 296
2025
Q4 		$218K Sell
2,183
-227
-9% -$22.8K 0.03% 328
2025
Q3 		$242K Sell
2,410
-667
-22% -$66.2K 0.04% 260
2025
Q2 		$305K Sell
3,077
-915
-23% -$89.7K 0.06% 208
2025
Q1 		$395K Sell
3,992
-136
-3% -$13.3K 0.08% 146
2024
Q4 		$400K Buy
4,128
+1,519
+58% +$150K 0.08% 162
2024
Q3 		$264K Sell
2,609
-232
-8% -$23.1K 0.06% 192
2024
Q2 		$276K Buy
2,841
+1,069
+60% +$103K 0.07% 171
2024
Q1 		$174K Sell
1,772
-379
-18% -$37.1K 0.07% 197
2023
Q4 		$214K Buy
2,151
+14
+0.7% +$1.33K 0.08% 171
2023
Q3 		$201K Buy
2,137
+1,293
+153% +$125K 0.06% 176
2023
Q2 		$82.7K Buy
+844
New +$83.4K 0.03% 210

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Impact Partnership Wealth's AGG Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q2 2026, buying an estimated $72.9K and bringing the position to 3,446 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #323.

Impact Partnership Wealth first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $400K in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Impact Partnership Wealth held 3,446 shares of iShares Core US Aggregate Bond ETF worth $341K as of Q2 2026.
  • Impact Partnership Wealth bought 737 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $72.9K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #323 holding.
  • Impact Partnership Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Impact Partnership Wealth's iShares Core US Aggregate Bond ETF position peaked at $400K in Q4 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.