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McGlone Suttner Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McGlone Suttner Wealth Management’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 		$13.9M Buy
140,716
+10,126
+8% +$1M 1.63% 13
2026
Q1 		$13M Buy
130,590
+7,950
+6% +$795K 1.72% 12
2025
Q4 		$12.2M Buy
122,640
+5,563
+5% +$558K 1.65% 13
2025
Q3 		$11.7M Buy
117,077
+2,506
+2% +$249K 1.64% 13
2025
Q2 		$11.4M Buy
114,571
+4,889
+4% +$479K 1.72% 13
2025
Q1 		$10.8M Buy
109,682
+4,696
+4% +$459K 1.78% 13
2024
Q4 		$10.2M Buy
104,986
+30,478
+41% +$3M 1.7% 13
2024
Q3 		$7.55M Sell
74,508
-10,907
-13% -$1.09M 1.57% 13
2024
Q2 		$8.48M Sell
85,415
-5,079
-6% -$490K 1.74% 11
2024
Q1 		$8.86M Buy
90,494
+5,079
+6% +$497K 1.66% 13
2023
Q4 		$8.48M Buy
85,415
+2,121
+3% +$202K 1.68% 11
2023
Q3 		$7.83M Buy
83,294
+58,503
+236% +$5.63M 1.82% 12
2023
Q2 		$2.43M Buy
+24,791
New +$2.45M 0.55% 20

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

McGlone Suttner Wealth Management's AGG Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q2 2026, buying an estimated $1M and bringing the position to 140,716 shares worth $13.9M. The position accounts for 1.63% of the portfolio, ranked #13.

McGlone Suttner Wealth Management first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • McGlone Suttner Wealth Management held 140,716 shares of iShares Core US Aggregate Bond ETF worth $13.9M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 10,126 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1M.
  • iShares Core US Aggregate Bond ETF made up 1.63% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #13 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.