MWA
AGG icon

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

Medallion Wealth Advisors’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 		$89K Sell
899
-28
-3% -$2.77K 0.03% 367
2026
Q1 		$92K Buy
927
+161
+21% +$16.1K 0.03% 368
2025
Q4 		$76.5K Buy
766
+1
+0.1% +$100 0.03% 398
2025
Q3 		$76.7K Hold
765
– – 0.03% 396
2025
Q2 		$75.6K Buy
765
+7
+0.9% +$686 0.03% 391
2025
Q1 		$75K Buy
758
+351
+86% +$34.3K 0.03% 356
2024
Q4 		$39.4K Buy
+407
New +$40.1K 0.02% 452

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

Medallion Wealth Advisors's AGG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q2 2026, selling an estimated $2.77K and leaving 899 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #367.

Medallion Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $92K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Medallion Wealth Advisors held 899 shares of iShares Core US Aggregate Bond ETF worth $89K as of Q2 2026.
  • Medallion Wealth Advisors sold 28 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.77K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Medallion Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $92K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.