IWN
AGG icon

Independent Wealth Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Independent Wealth Network’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 		$1.75M Buy
17,661
+5,003
+40% +$495K 0.44% 53
2026
Q1 		$1.26M Buy
12,658
+3,168
+33% +$317K 0.37% 69
2025
Q4 		$948K Buy
9,490
+2,155
+29% +$216K 0.29% 88
2025
Q3 		$735K Buy
7,335
+888
+14% +$88.1K 0.24% 107
2025
Q2 		$640K Buy
6,447
+279
+5% +$27.3K 0.23% 105
2025
Q1 		$610K Buy
6,168
+2,234
+57% +$218K 0.24% 105
2024
Q4 		$381K Sell
3,934
-2,050
-34% -$202K 0.15% 150
2024
Q3 		$606K Sell
5,984
-107
-2% -$10.7K 0.27% 98
2024
Q2 		$591K Sell
6,091
-233
-4% -$22.5K 0.28% 95
2024
Q1 		$619K Buy
6,324
+147
+2% +$14.4K 0.29% 86
2023
Q4 		$613K Buy
6,177
+179
+3% +$17K 0.32% 79
2023
Q3 		$564K Buy
5,998
+476
+9% +$45.8K 0.35% 75
2023
Q2 		$541K Buy
5,522
+232
+4% +$22.9K 0.33% 82
2023
Q1 		$527K Sell
5,290
-75
-1% -$7.41K 0.34% 71
2022
Q4 		$520K Sell
5,365
-13
-0.2% -$1.26K 0.36% 64
2022
Q3 		$518K Sell
5,378
-131
-2% -$13.2K 0.4% 61
2022
Q2 		$560K Sell
5,509
-1,359
-20% -$140K 0.4% 63
2022
Q1 		$736K Buy
6,868
+2,427
+55% +$267K 0.47% 57
2021
Q4 		$507K Sell
4,441
-37
-0.8% -$4.23K 0.31% 87
2021
Q3 		$512K Buy
+4,478
New +$519K 0.33% 86

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Independent Wealth Network's AGG Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q2 2026, buying an estimated $495K and bringing the position to 17,661 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #53.

Independent Wealth Network first reported a position in AGG in Q3 2021 and has held it in 20 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Independent Wealth Network held 17,661 shares of iShares Core US Aggregate Bond ETF worth $1.75M as of Q2 2026.
  • Independent Wealth Network bought 5,003 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $495K.
  • iShares Core US Aggregate Bond ETF made up 0.44% of Independent Wealth Network's portfolio in Q2 2026, its #53 holding.
  • Independent Wealth Network first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.