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

Modern 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	$12.7M	Sell	128,041 -8,823	-6%	-$873K	0.15%	158
2026 Q1	$13.5M	Buy	136,864 +2,927	+2%	+$293K	0.23%	110
2025 Q4	$13.4M	Buy	133,937 +2,585	+2%	+$259K	0.24%	105
2025 Q3	$13.2M	Buy	131,352 +979	+0.8%	+$97.1K	0.26%	100
2025 Q2	$12.9M	Buy	130,373 +7,039	+6%	+$690K	0.32%	80
2025 Q1	$12.2M	Buy	123,334 +118,215	+2,309%	+$11.6M	0.39%	60
2024 Q4	$496K	Sell	5,119 -263	-5%	-$25.9K	0.02%	367
2024 Q3	$545K	Buy	5,382 +23	+0.4%	+$2.29K	0.03%	243
2024 Q2	$520K	Buy	5,359 +546	+11%	+$52.7K	0.04%	214
2024 Q1	$471K	Buy	+4,813	New	+$471K	0.04%	178

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

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

Modern Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.4% in Q2 2026, selling an estimated $873K and leaving 128,041 shares worth $12.7M. The position accounts for 0.15% of the portfolio, ranked #158.

Modern Wealth Management first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Modern Wealth Management held 128,041 shares of iShares Core US Aggregate Bond ETF worth $12.7M as of Q2 2026.
Modern Wealth Management sold 8,823 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $873K.
iShares Core US Aggregate Bond ETF made up 0.15% of Modern Wealth Management's portfolio in Q2 2026, its #158 holding.
Modern Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $13.5M in Q1 2026.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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