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

Legacy Wealth Management (Idaho)’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	$1.63M	Buy	16,428 +6,317	+62%	+$625K	0.67%	35
2026 Q1	$1M	Buy	10,111 +5,524	+120%	+$553K	0.5%	50
2025 Q4	$458K	Buy	4,587 +542	+13%	+$54.4K	0.22%	73
2025 Q3	$406K	Sell	4,045 -446	-10%	-$44.3K	0.18%	73
2025 Q2	$446K	Buy	4,491 +4,376	+3,805%	+$429K	0.23%	52
2025 Q1	$11.4K	Buy	+115	New	+$11.2K	0.01%	311
2024 Q4	–	Sell	-85	Closed	-$8.3K	–	757
2024 Q3	$8.3K	Buy	+85	New	+$8.48K	﹤0.01%	342

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

Legacy Wealth Management (Idaho) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 62% in Q2 2026, buying an estimated $625K and bringing the position to 16,428 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #35.

Legacy Wealth Management (Idaho) first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Legacy Wealth Management (Idaho) held 16,428 shares of iShares Core US Aggregate Bond ETF worth $1.63M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 6,317 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $625K.
iShares Core US Aggregate Bond ETF made up 0.67% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #35 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.