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JGP Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

JGP Wealth Management’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 		$7.1M Buy
71,752
+18,846
+36% +$1.86M 0.64% 34
2026
Q1 		$5.25M Sell
52,906
-6,054
-10% -$606K 0.55% 43
2025
Q4 		$5.89M Buy
58,960
+10,460
+22% +$1.05M 0.61% 41
2025
Q3 		$4.86M Buy
48,500
+23,049
+91% +$2.29M 0.54% 48
2025
Q2 		$2.52M Buy
25,451
+4,184
+20% +$410K 0.31% 57
2025
Q1 		$2.1M Hold
21,267
– – 0.28% 58
2024
Q4 		$2.06M Buy
21,267
+8,407
+65% +$828K 0.27% 59
2024
Q3 		$1.3M Buy
12,860
+2,213
+21% +$221K 0.17% 75
2024
Q2 		$1.03M Buy
+10,647
New +$1.03M 0.15% 80

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

JGP Wealth Management's AGG Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 36% in Q2 2026, buying an estimated $1.86M and bringing the position to 71,752 shares worth $7.1M. The position accounts for 0.64% of the portfolio, ranked #34.

JGP Wealth Management first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • JGP Wealth Management held 71,752 shares of iShares Core US Aggregate Bond ETF worth $7.1M as of Q2 2026.
  • JGP Wealth Management bought 18,846 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.86M.
  • iShares Core US Aggregate Bond ETF made up 0.64% of JGP Wealth Management's portfolio in Q2 2026, its #34 holding.
  • JGP Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.