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

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 784 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.
784 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.