International Private Wealth Advisors’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
$1.8M Buy
18,144
+9,552
+111% +$945K 0.92% 31
2026
Q1
$853K Sell
8,592
-874
-9% -$87.4K 0.52% 45
2025
Q4
$945K Buy
9,466
+636
+7% +$63.8K 0.6% 47
2025
Q3
$885K Sell
8,830
-88
-1% -$8.73K 0.56% 42
2025
Q2
$885K Sell
8,918
-1,188
-12% -$116K 0.76% 33
2025
Q1
$1,000K Sell
10,106
-3,042
-23% -$297K 0.96% 25
2024
Q4
$1.27M Buy
13,148
+4,160
+46% +$410K 1.27% 16
2024
Q3
$910K Buy
8,988
+368
+4% +$36.7K 1.33% 17
2024
Q2
$837K Buy
8,620
+886
+11% +$85.5K 1.41% 14
2024
Q1
$757K Sell
7,734
-1,937
-20% -$190K 1.46% 11
2023
Q4
$960K Buy
+9,671
New +$920K 0.95% 26

Other funds holding AGG

International Private Wealth Advisors's AGG Position: Q2 2026 in Review

International Private Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 111% in Q2 2026, buying an estimated $945K and bringing the position to 18,144 shares worth $1.8M. The position accounts for 0.92% of the portfolio, ranked #31.

International Private Wealth Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,094 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • International Private Wealth Advisors held 18,144 shares of iShares Core US Aggregate Bond ETF worth $1.8M as of Q2 2026.
  • International Private Wealth Advisors bought 9,552 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $945K.
  • iShares Core US Aggregate Bond ETF made up 0.92% of International Private Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • International Private Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.