Institute for Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $99K | Buy |
+1,000
| New | +$98.9K | 0.01% | 684 |
|
|
2024
Q4 | – | Sell |
-2,095
| Closed | -$212K | – | 508 |
|
|
2024
Q3 | $212K | Buy |
+2,095
| New | +$209K | 0.03% | 513 |
|
|
2024
Q1 | – | Sell |
-2,303
| Closed | -$229K | – | 508 |
|
|
2023
Q4 | $229K | Sell |
2,303
-585
| -20% | -$55.7K | 0.04% | 429 |
|
|
2023
Q3 | $272K | Sell |
2,888
-992
| -26% | -$95.5K | 0.05% | 370 |
|
|
2023
Q2 | $380K | Sell |
3,880
-2,135
| -35% | -$211K | 0.06% | 316 |
|
|
2023
Q1 | $599K | Sell |
6,015
-49
| -0.8% | -$4.84K | 0.11% | 230 |
|
|
2022
Q4 | $588K | Sell |
6,064
-78
| -1% | -$7.54K | 0.12% | 227 |
|
|
2022
Q3 | $592K | Sell |
6,142
-769
| -11% | -$77.8K | 0.13% | 203 |
|
|
2022
Q2 | $703K | Sell |
6,911
-2,145
| -24% | -$220K | 0.14% | 188 |
|
|
2022
Q1 | $970K | Sell |
9,056
-2,102
| -19% | -$231K | 0.16% | 163 |
|
|
2021
Q4 | $1.27M | Buy |
11,158
+367
| +3% | +$42K | 0.21% | 125 |
|
|
2021
Q3 | $1.24M | Buy |
10,791
+224
| +2% | +$26K | 0.22% | 118 |
|
|
2021
Q2 | $1.22M | Sell |
10,567
-163
| -2% | -$18.7K | 0.21% | 116 |
|
|
2021
Q1 | $1.22M | Buy |
10,730
+1,693
| +19% | +$196K | 0.23% | 113 |
|
|
2020
Q4 | $1.07M | Buy |
9,037
+681
| +8% | +$80.2K | 0.21% | 114 |
|
|
2020
Q3 | $987K | Buy |
8,356
+1,207
| +17% | +$143K | 0.23% | 115 |
|
|
2020
Q2 | $845K | Buy |
7,149
+680
| +11% | +$79.6K | 0.21% | 130 |
|
|
2020
Q1 | $746K | Buy |
6,469
+538
| +9% | +$61.3K | 0.23% | 120 |
|
|
2019
Q4 | $667K | Buy |
5,931
+534
| +10% | +$60.2K | 0.15% | 202 |
|
|
2019
Q3 | $611K | Buy |
5,397
+2,746
| +104% | +$309K | 0.15% | 199 |
|
|
2019
Q2 | $295K | Sell |
2,651
-84,219
| -97% | -$9.21M | 0.07% | 358 |
|
|
2019
Q1 | $9.99M | Buy |
+86,870
| New | +$9.31M | 2.17% | 3 |
|
|
2018
Q2 | – | Sell |
-15,702
| Closed | -$1.67M | – | 215 |
|
|
2018
Q1 | $1.67M | Sell |
15,702
-7,121
| -31% | -$765K | 0.49% | 61 |
|
|
2017
Q4 | $2.49M | Sell |
22,823
-4,434
| -16% | -$485K | 0.58% | 41 |
|
|
2017
Q3 | $2.99M | Buy |
27,257
+629
| +2% | +$69K | 0.97% | 14 |
|
|
2017
Q2 | $2.92M | Buy |
+26,628
| New | +$2.91M | 0.8% | 16 |
|
|
2015
Q4 | $3.29M | Sell |
30,506
-15,336
| -33% | -$1.67M | 4.92% | 4 |
|
|
2015
Q3 | $5.02M | Sell |
45,842
-10,040
| -18% | -$1.09M | 9.54% | 1 |
|
|
2015
Q2 | $6.08M | Sell |
55,882
-8,021
| -13% | -$882K | 7.85% | 2 |
|
|
2015
Q1 | $7.12M | Sell |
63,903
-4,963
| -7% | -$551K | 7.83% | 2 |
|
|
2014
Q4 | $7.58M | Sell |
68,866
-19,010
| -22% | -$2.09M | 7.97% | 2 |
|
|
2014
Q3 | $9.59M | Sell |
87,876
-39,301
| -31% | -$4.29M | 9.13% | 2 |
|
|
2014
Q2 | $13.9M | Buy |
127,177
+3,480
| +3% | +$378K | 12.04% | 2 |
|
|
2014
Q1 | $13.3M | Sell |
123,697
-13,368
| -10% | -$1.44M | 11.43% | 2 |
|
|
2013
Q4 | $14.6M | Sell |
137,065
-22,246
| -14% | -$2.38M | 10.51% | 2 |
|
|
2013
Q3 | $17.1M | Sell |
159,311
-3,106
| -2% | -$331K | 11.75% | 2 |
|
|
2013
Q2 | $17.4M | Buy |
+162,417
| New | +$17.8M | 13.99% | 1 |
|
Other funds holding AGG
Institute for Wealth Management's AGG Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 1,000 shares worth $99K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AGG as recently as Q3 2024.
Institute for Wealth Management first reported a position in AGG in Q2 2013 and has held it in 37 quarters since. The position peaked at $17.4M in Q2 2013. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Institute for Wealth Management held 1,000 shares of iShares Core US Aggregate Bond ETF worth $99K as of Q2 2026.
- iShares Core US Aggregate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
- iShares Core US Aggregate Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #684 holding.
- Institute for Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 37 quarters since.
- Institute for Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $17.4M in Q2 2013.
- 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.