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

Legacy Wealth Management (Tennessee)’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	$3.74M	Sell	37,783 -2,975	-7%	-$294K	0.2%	16
2026 Q1	$4.05M	Buy	40,758 +1,815	+5%	+$182K	0.24%	17
2025 Q4	$3.89M	Sell	38,943 -1	-0%	-$100	0.22%	17
2025 Q3	$3.9M	Sell	38,944 -670	-2%	-$66.5K	0.23%	17
2025 Q2	$3.93M	Buy	39,614 +3,160	+9%	+$310K	0.24%	17
2025 Q1	$3.61M	Buy	36,454 +1,635	+5%	+$160K	0.24%	17
2024 Q4	$3.37M	Sell	34,819 -3,694	-10%	-$364K	0.22%	17
2024 Q3	$3.9M	Sell	38,513 -1,870	-5%	-$187K	0.25%	17
2024 Q2	$3.92M	Buy	40,383 +2,645	+7%	+$255K	0.28%	16
2024 Q1	$3.7M	Hold	37,738	–	–	0.27%	16
2023 Q4	$3.75M	Buy	+37,738	New	+$3.59M	0.3%	15
2017 Q1	–	Sell	-817	Closed	-$88.3K	–	14
2016 Q4	$88.3K	Buy	+817	New	+$89.5K	0.02%	19

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 22.96% 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 (Tennessee)'s AGG Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.3% in Q2 2026, selling an estimated $294K and leaving 37,783 shares worth $3.74M. The position accounts for 0.2% of the portfolio, ranked #16.

Legacy Wealth Management (Tennessee) first reported a position in AGG in Q4 2016 and has held it in 12 quarters since. The position peaked at $4.05M in Q1 2026. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Legacy Wealth Management (Tennessee) held 37,783 shares of iShares Core US Aggregate Bond ETF worth $3.74M as of Q2 2026.
Legacy Wealth Management (Tennessee) sold 2,975 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $294K.
iShares Core US Aggregate Bond ETF made up 0.2% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #16 holding.
Legacy Wealth Management (Tennessee) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 12 quarters since.
Legacy Wealth Management (Tennessee)'s iShares Core US Aggregate Bond ETF position peaked at $4.05M in Q1 2026.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.