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Ironwood Wealth Management (Arizona)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$5.94K Sell
60
-57
-49% -$5.64K ﹤0.01% 52
2026
Q1 		$11.6K Sell
117
-9
-7% -$900 ﹤0.01% 44
2025
Q4 		$12.6K Buy
126
+3
+2% +$301 ﹤0.01% 44
2025
Q3 		$12.3K Buy
123
+2
+2% +$198 ﹤0.01% 39
2025
Q2 		$12K Sell
121
-61
-34% -$5.98K ﹤0.01% 40
2025
Q1 		$18K Buy
182
+15
+9% +$1.47K 0.01% 40
2024
Q4 		$16.2K Sell
167
-3,323
-95% -$327K 0.01% 42
2024
Q3 		$353K Sell
3,490
-1,683
-33% -$168K 0.11% 32
2024
Q2 		$502K Buy
5,173
+37
+0.7% +$3.57K 0.16% 30
2024
Q1 		$503K Sell
5,136
-14
-0.3% -$1.37K 0.16% 29
2023
Q4 		$511K Buy
5,150
+257
+5% +$24.5K 0.17% 28
2023
Q3 		$460K Buy
4,893
+138
+3% +$13.3K 0.19% 30
2023
Q2 		$466K Buy
4,755
+2
+0% +$198 0.17% 28
2023
Q1 		$474K Buy
4,753
+167
+4% +$16.5K 0.19% 29
2022
Q4 		$445K Sell
4,586
-28
-0.6% -$2.71K 0.19% 29
2022
Q3 		$469K Hold
4,614
– – 0.21% 26
2022
Q2 		$469K Sell
4,614
-19
-0.4% -$1.95K 0.21% 26
2022
Q1 		$496K Sell
4,633
-115
-2% -$12.7K 0.2% 27
2021
Q4 		$542K Buy
4,748
+126
+3% +$14.4K 0.24% 24
2021
Q3 		$531K Hold
4,622
– – 0.25% 24
2021
Q2 		$533K Buy
4,622
+221
+5% +$25.3K 0.31% 25
2021
Q1 		$501K Hold
4,401
– – 0.32% 24
2020
Q4 		$520K Buy
4,401
+156
+4% +$18.4K 0.32% 24
2020
Q3 		$502K Hold
4,245
– – 0.37% 21
2020
Q2 		$502K Buy
4,245
+4,085
+2,553% +$478K 0.37% 21
2020
Q1 		$18K Sell
160
-489
-75% -$55.7K 0.02% 41
2019
Q4 		$73K Sell
649
-479
-42% -$54K 0.05% 37
2019
Q3 		$128K Buy
1,128
+147
+15% +$16.5K 0.1% 35
2019
Q2 		$109K Buy
981
+58
+6% +$6.34K 0.08% 39
2019
Q1 		$101K Buy
923
+619
+204% +$66.4K 0.09% 39
2018
Q4 		$32K Sell
304
-116
-28% -$12.2K 0.03% 40
2018
Q3 		$44K Buy
420
+156
+59% +$16.5K 0.04% 35
2018
Q2 		$28K Buy
+264
New +$28K 0.03% 38
2017
Q3 		$76K Buy
+693
New +$76.1K 0.07% 36

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

Ironwood Wealth Management (Arizona)'s AGG Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q2 2026, selling an estimated $5.64K and leaving 60 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #52.

Ironwood Wealth Management (Arizona) first reported a position in AGG in Q3 2017 and has held it in 34 quarters since. The position peaked at $542K in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 60 shares of iShares Core US Aggregate Bond ETF worth $5.94K as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 57 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.64K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #52 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares Core US Aggregate Bond ETF position peaked at $542K in Q4 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.