Innovative Wealth Building’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Innovative Wealth Building’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	$3.5M	Sell	35,347 -467	-1%	-$46.2K	2.03%	10
2026 Q1	$3.56M	Sell	35,814 -647	-2%	-$64.7K	2.5%	10
2025 Q4	$3.64M	Sell	36,461 -1,049	-3%	-$105K	2.65%	10
2025 Q3	$3.76M	Sell	37,510 -2,557	-6%	-$254K	2.93%	9
2025 Q2	$3.97M	Buy	40,067 +6,042	+18%	+$592K	3.29%	7
2025 Q1	$3.37M	Sell	34,025 -877	-3%	-$85.7K	3.1%	7
2024 Q4	$3.38M	Buy	+34,902	New	+$3.44M	3.06%	8

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Innovative Wealth Building's AGG Position: Q2 2026 in Review

Innovative Wealth Building reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, selling an estimated $46.2K and leaving 35,347 shares worth $3.5M. The position accounts for 2.03% of the portfolio, ranked #10.

Innovative Wealth Building first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.97M in Q2 2025. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Innovative Wealth Building held 35,347 shares of iShares Core US Aggregate Bond ETF worth $3.5M as of Q2 2026.
Innovative Wealth Building sold 467 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $46.2K.
iShares Core US Aggregate Bond ETF made up 2.03% of Innovative Wealth Building's portfolio in Q2 2026, its #10 holding.
Innovative Wealth Building first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's iShares Core US Aggregate Bond ETF position peaked at $3.97M in Q2 2025.
1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.