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

Merkkuri 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	$4.52M	Sell	45,628 -6,416	-12%	-$635K	2.8%	10
2026 Q1	$5.17M	Sell	52,044 -1,446	-3%	-$145K	3.42%	6
2025 Q4	$5.34M	Buy	53,490 +16,867	+46%	+$1.69M	3.64%	5
2025 Q3	$3.67M	Buy	36,623 +3,327	+10%	+$330K	2.66%	10
2025 Q2	$3.3M	Buy	33,296 +1,120	+3%	+$110K	2.51%	10
2025 Q1	$3.18M	Sell	32,176 -3,197	-9%	-$313K	2.73%	11
2024 Q4	$3.43M	Buy	35,373 +3,242	+10%	+$319K	2.71%	12
2024 Q3	$3.25M	Buy	32,131 +4,640	+17%	+$463K	2.57%	12
2024 Q2	$2.67M	Buy	+27,491	New	+$2.65M	2.46%	11

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Merkkuri Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $635K and leaving 45,628 shares worth $4.52M. The position accounts for 2.8% of the portfolio, ranked #10.

Merkkuri Wealth Advisors first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.34M in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Merkkuri Wealth Advisors held 45,628 shares of iShares Core US Aggregate Bond ETF worth $4.52M as of Q2 2026.
Merkkuri Wealth Advisors sold 6,416 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $635K.
iShares Core US Aggregate Bond ETF made up 2.8% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.34M in Q4 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.