Legacy Capital Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Capital Wealth Partners’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	$458K	Buy	4,632 +561	+14%	+$55.5K	0.09%	208
2026 Q1	$404K	Sell	4,071 -131	-3%	-$13.1K	0.08%	242
2025 Q4	$420K	Buy	4,202 +451	+12%	+$45.3K	0.09%	232
2025 Q3	$376K	Buy	3,751 +21	+0.6%	+$2.08K	0.08%	261
2025 Q2	$370K	Buy	3,730 +21	+0.6%	+$2.06K	0.08%	266
2025 Q1	$367K	Buy	3,709 +1,275	+52%	+$125K	0.09%	242
2024 Q4	$236K	Sell	2,434 -3,080	-56%	-$303K	0.06%	307
2024 Q3	$558K	Buy	5,514 +1,580	+40%	+$158K	0.11%	175
2024 Q2	$382K	Buy	+3,934	New	+$380K	0.1%	204
2024 Q1	–	Sell	-10,098	Closed	-$1M	–	118
2023 Q4	$1M	Sell	10,098 -1,492	-13%	-$142K	0.28%	77
2023 Q3	$1.09M	Buy	+11,590	New	+$1.12M	0.3%	69
2023 Q2	–	Sell	-10,801	Closed	-$1.08M	–	44
2023 Q1	$1.08M	Buy	+10,801	New	+$1.07M	0.29%	73

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Capital Wealth Partners's AGG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, buying an estimated $55.5K and bringing the position to 4,632 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #208.

Legacy Capital Wealth Partners first reported a position in AGG in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2023. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Legacy Capital Wealth Partners held 4,632 shares of iShares Core US Aggregate Bond ETF worth $458K as of Q2 2026.
Legacy Capital Wealth Partners bought 561 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $55.5K.
iShares Core US Aggregate Bond ETF made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #208 holding.
Legacy Capital Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.09M in Q3 2023.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.