MWA
AGG icon

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

MN 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 		$236K Buy
2,381
+92
+4% +$9.1K 0.1% 121
2026
Q1 		$227K Sell
2,289
-72,147
-97% -$7.22M 0.11% 115
2025
Q4 		$7.43M Buy
74,436
+2,816
+4% +$283K 3.75% 6
2025
Q3 		$7.18M Buy
71,620
+3,692
+5% +$366K 3.84% 6
2025
Q2 		$6.74M Buy
67,928
+32,201
+90% +$3.16M 3.92% 6
2025
Q1 		$3.53M Sell
35,727
-1,048
-3% -$102K 2.08% 13
2024
Q4 		$3.56M Buy
36,775
+3,713
+11% +$366K 2.01% 14
2024
Q3 		$3.35M Buy
33,062
+27,486
+493% +$2.74M 1.9% 15
2024
Q2 		$541K Sell
5,576
-348
-6% -$33.6K 0.31% 62
2024
Q1 		$580K Sell
5,924
-381
-6% -$37.3K 0.36% 58
2023
Q4 		$626K Buy
+6,305
New +$600K 0.43% 54

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

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

MN Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q2 2026, buying an estimated $9.1K and bringing the position to 2,381 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #121.

MN Wealth Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.43M in Q4 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MN Wealth Advisors held 2,381 shares of iShares Core US Aggregate Bond ETF worth $236K as of Q2 2026.
  • MN Wealth Advisors bought 92 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.1K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of MN Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • MN Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.43M in Q4 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.