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

MGO Private 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 		$1.37M Sell
14,127
-25
-0.2% -$2.47K 6.64% 4
2026
Q1 		$1.4M Sell
14,152
-81,432
-85% -$8.15M 7.55% 3
2025
Q4 		$9.55M Sell
95,584
-2,161
-2% -$217K 5.91% 3
2025
Q3 		$9.8M Sell
97,745
-405
-0.4% -$40.2K 5.88% 3
2025
Q2 		$9.74M Sell
98,150
-7,641
-7% -$749K 6.23% 3
2025
Q1 		$10.5M Sell
105,791
-1,150
-1% -$112K 7.38% 3
2024
Q4 		$10.4M Sell
106,941
-684
-0.6% -$67.4K 7.37% 3
2024
Q3 		$10.9M Sell
107,625
-144
-0.1% -$14.4K 7.76% 3
2024
Q2 		$10.5M Sell
107,769
-415
-0.4% -$40.1K 6.57% 3
2024
Q1 		$10.6M Sell
108,184
-1,273
-1% -$125K 6.65% 3
2023
Q4 		$10.9M Buy
109,457
+58,893
+116% +$5.6M 7.47% 2
2023
Q3 		$4.76M Sell
50,564
-2,923
-5% -$282K 3.55% 9
2023
Q2 		$5.24M Sell
53,487
-30
-0.1% -$2.97K 3.94% 7
2023
Q1 		$5.33M Sell
53,517
-14,242
-21% -$1.41M 4.18% 6
2022
Q4 		$6.57M Sell
67,759
-40,006
-37% -$3.87M 3% 7
2022
Q3 		$10.4M Buy
+107,765
New +$10.9M 4.94% 3

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

MGO Private Wealth's AGG Position: Q2 2026 in Review

MGO Private Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.18% in Q2 2026, selling an estimated $2.47K and leaving 14,127 shares worth $1.37M. The position accounts for 6.64% of the portfolio, ranked #4.

MGO Private Wealth first reported a position in AGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q3 2024. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MGO Private Wealth held 14,127 shares of iShares Core US Aggregate Bond ETF worth $1.37M as of Q2 2026.
  • MGO Private Wealth sold 25 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Core US Aggregate Bond ETF made up 6.64% of MGO Private Wealth's portfolio in Q2 2026, its #4 holding.
  • MGO Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • MGO Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q3 2024.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.