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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
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
SP
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

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. 723 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.
  • 723 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.