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MBL Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MBL Wealth’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 		$435K Sell
4,399
-61
-1% -$6.04K 0.03% 231
2026
Q1 		$443K Sell
4,460
-2,275
-34% -$228K 0.03% 216
2025
Q4 		$673K Buy
6,735
+2,095
+45% +$210K 0.05% 159
2025
Q3 		$465K Sell
4,640
-115
-2% -$11.4K 0.04% 162
2025
Q2 		$472K Sell
4,755
-6
-0.1% -$588 0.05% 146
2025
Q1 		$471K Sell
4,761
-2,240
-32% -$219K 0.05% 138
2024
Q4 		$678K Sell
7,001
-1,078
-13% -$106K 0.07% 116
2024
Q3 		$818K Buy
8,079
+420
+5% +$41.9K 0.09% 106
2024
Q2 		$743K Sell
7,659
-202,000
-96% -$19.5M 0.08% 105
2024
Q1 		$20.5M Buy
209,659
+16,760
+9% +$1.64M 2.33% 12
2023
Q4 		$19.1M Buy
192,899
+20,651
+12% +$1.97M 2.39% 13
2023
Q3 		$16.2M Buy
172,248
+34,063
+25% +$3.28M 2.28% 15
2023
Q2 		$13.5M Buy
138,185
+29,002
+27% +$2.87M 1.91% 16
2023
Q1 		$10.9M Buy
109,183
+25,642
+31% +$2.53M 1.7% 17
2022
Q4 		$8.1M Buy
83,541
+13,391
+19% +$1.3M 1.55% 17
2022
Q3 		$6.76M Buy
+70,150
New +$7.09M 1.46% 16

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MBL Wealth's AGG Position: Q2 2026 in Review

MBL Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, selling an estimated $6.04K and leaving 4,399 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #231.

MBL Wealth first reported a position in AGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.5M in Q1 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MBL Wealth held 4,399 shares of iShares Core US Aggregate Bond ETF worth $435K as of Q2 2026.
  • MBL Wealth sold 61 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.04K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #231 holding.
  • MBL Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • MBL Wealth's iShares Core US Aggregate Bond ETF position peaked at $20.5M in Q1 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.