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

McNaughton 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 		$2.37M Buy
23,965
+1,596
+7% +$158K 0.84% 30
2026
Q1 		$2.22M Sell
22,369
-1,882
-8% -$188K 0.92% 32
2025
Q4 		$2.42M Sell
24,251
-741
-3% -$74.4K 1% 31
2025
Q3 		$2.51M Buy
24,992
+200
+0.8% +$19.8K 1.06% 30
2025
Q2 		$2.46M Buy
24,792
+2,814
+13% +$276K 1.1% 30
2025
Q1 		$2.17M Sell
21,978
-1,965
-8% -$192K 1.06% 29
2024
Q4 		$2.32M Buy
23,943
+2,109
+10% +$208K 1.12% 25
2024
Q3 		$2.21M Buy
21,834
+7,739
+55% +$772K 1.08% 23
2024
Q2 		$1.37M Buy
14,095
+289
+2% +$27.9K 0.73% 29
2024
Q1 		$1.35M Sell
13,806
-3,416
-20% -$334K 0.75% 29
2023
Q4 		$1.71M Sell
17,222
-2,543
-13% -$242K 1.01% 25
2023
Q3 		$1.86M Sell
19,765
-1,228
-6% -$118K 1.24% 23
2023
Q2 		$2.06M Sell
20,993
-3,502
-14% -$346K 1.32% 20
2023
Q1 		$2.44M Sell
24,495
-13
-0.1% -$1.28K 1.62% 21
2022
Q4 		$2.38M Buy
24,508
+5,281
+27% +$511K 1.63% 19
2022
Q3 		$1.85M Sell
19,227
-4,639
-19% -$469K 1.36% 24
2022
Q2 		$2.43M Buy
23,866
+2,333
+11% +$240K 1.72% 19
2022
Q1 		$2.31M Buy
21,533
+7,629
+55% +$840K 1.5% 22
2021
Q4 		$1.56M Buy
13,904
+2,013
+17% +$230K 1.01% 24
2021
Q3 		$1.36M Sell
11,891
-276
-2% -$32K 0.97% 23
2021
Q2 		$1.4M Buy
12,167
+136
+1% +$15.6K 0.98% 24
2021
Q1 		$1.37M Buy
12,031
+2,408
+25% +$279K 1.05% 24
2020
Q4 		$1.14M Sell
9,623
-23
-0.2% -$2.71K 0.91% 25
2020
Q3 		$1.14M Buy
9,646
+549
+6% +$65.1K 1% 26
2020
Q2 		$1.07M Sell
9,097
-334
-4% -$39.1K 1% 24
2020
Q1 		$1.09M Sell
9,431
-1,367
-13% -$156K 1.16% 24
2019
Q4 		$1.21M Buy
+10,798
New +$1.22M 1.13% 22

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

McNaughton Wealth Management's AGG Position: Q2 2026 in Review

McNaughton Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.1% in Q2 2026, buying an estimated $158K and bringing the position to 23,965 shares worth $2.37M. The position accounts for 0.84% of the portfolio, ranked #30.

McNaughton Wealth Management first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.51M in Q3 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • McNaughton Wealth Management held 23,965 shares of iShares Core US Aggregate Bond ETF worth $2.37M as of Q2 2026.
  • McNaughton Wealth Management bought 1,596 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares Core US Aggregate Bond ETF made up 0.84% of McNaughton Wealth Management's portfolio in Q2 2026, its #30 holding.
  • McNaughton Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.51M in Q3 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.