JGP Wealth Management
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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
Q3 		$5.26M Sell
55,640
-16,112
-22% -$1.57M 0.46% 47
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 $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

JGP Wealth Management's AGG Position: Q3 2026 in Review

JGP Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q3 2026, selling an estimated $1.57M and leaving 55,640 shares worth $5.26M. The position accounts for 0.46% of the portfolio, ranked #47.

JGP Wealth Management first reported a position in AGG in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.1M in Q2 2026. 1,687 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • JGP Wealth Management held 55,640 shares of iShares Core US Aggregate Bond ETF worth $5.26M as of Q3 2026.
  • JGP Wealth Management sold 16,112 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.57M.
  • iShares Core US Aggregate Bond ETF made up 0.46% of JGP Wealth Management's portfolio in Q3 2026, its #47 holding.
  • JGP Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • JGP Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $7.1M in Q2 2026.
  • 1,687 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.