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Moneywise Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moneywise Inc’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 		$1.93M Buy
19,525
+7,405
+61% +$733K 0.72% 37
2026
Q1 		$1.2M Buy
12,120
+4,115
+51% +$412K 0.53% 39
2025
Q4 		$800K Buy
+8,005
New +$803K 0.33% 54
2024
Q2 		– Sell
-2,089
Closed -$205K – 58
2024
Q1 		$205K Sell
2,089
-766
-27% -$75K 0.11% 59
2023
Q4 		$283K Buy
+2,855
New +$272K 0.16% 45
2021
Q2 		– Sell
-2,238
Closed -$255K – 53
2021
Q1 		$255K Buy
2,238
+2
+0.1% +$232 0.17% 42
2020
Q4 		$264K Sell
2,236
-317
-12% -$37.3K 0.19% 40
2020
Q3 		$301K Buy
2,553
+3
+0.1% +$356 0.24% 38
2020
Q2 		$301K Sell
2,550
-397
-13% -$46.5K 0.24% 36
2020
Q1 		$340K Sell
2,947
-223
-7% -$25.4K 0.3% 31
2019
Q4 		$359K Buy
3,170
+7
+0.2% +$789 0.27% 26
2019
Q3 		$358K Sell
3,163
-76
-2% -$8.54K 0.29% 24
2019
Q2 		$361K Buy
3,239
+561
+21% +$61.3K 0.28% 25
2019
Q1 		$287K Sell
2,678
-593
-18% -$63.6K 0.25% 30
2018
Q4 		$348K Buy
3,271
+8
+0.2% +$839 0.33% 26
2018
Q3 		$344K Buy
3,263
+408
+14% +$43.3K 0.29% 27
2018
Q2 		$304K Buy
2,855
+177
+7% +$18.8K 0.26% 30
2018
Q1 		$287K Buy
+2,678
New +$288K 0.24% 30
2017
Q3 		– Sell
-2,429
Closed -$266K – 39
2017
Q2 		$266K Buy
2,429
+3
+0.1% +$328 0.23% 30
2017
Q1 		$263K Buy
2,426
+31
+1% +$3.35K 0.24% 30
2016
Q4 		$259K Buy
2,395
+3
+0.1% +$329 0.26% 30
2016
Q3 		$269K Buy
+2,392
New +$269K 0.28% 26

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Moneywise Inc's AGG Position: Q2 2026 in Review

Moneywise Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 61% in Q2 2026, buying an estimated $733K and bringing the position to 19,525 shares worth $1.93M. The position accounts for 0.72% of the portfolio, ranked #37.

Moneywise Inc first reported a position in AGG in Q3 2016 and has held it in 22 quarters since. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Moneywise Inc held 19,525 shares of iShares Core US Aggregate Bond ETF worth $1.93M as of Q2 2026.
  • Moneywise Inc bought 7,405 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $733K.
  • iShares Core US Aggregate Bond ETF made up 0.72% of Moneywise Inc's portfolio in Q2 2026, its #37 holding.
  • Moneywise Inc first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and has held it in 22 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.