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

Motive 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 		$15M Buy
151,575
+8,245
+6% +$816K 6.17% 5
2026
Q1 		$14.2M Sell
143,330
-1,023
-0.7% -$102K 6.68% 4
2025
Q4 		$14.4M Buy
144,353
+955
+0.7% +$95.8K 6.14% 5
2025
Q3 		$14.4M Sell
143,398
-8,123
-5% -$806K 6.2% 5
2025
Q2 		$15M Buy
151,521
+3,304
+2% +$324K 6.84% 3
2025
Q1 		$14.7M Buy
148,217
+42,017
+40% +$4.11M 7.84% 2
2024
Q4 		$10.3M Buy
106,200
+14,669
+16% +$1.44M 5.53% 7
2024
Q3 		$8.88M Hold
91,531
– – 5.34% 7
2024
Q2 		$8.88M Buy
91,531
+9,667
+12% +$933K 5.34% 7
2024
Q1 		$8.02M Buy
81,864
+45,671
+126% +$4.47M 4.85% 7
2023
Q4 		$3.59M Sell
36,193
-4,402
-11% -$419K 4.14% 11
2023
Q3 		$3.82M Buy
40,595
+3,040
+8% +$293K 4.19% 7
2023
Q2 		$3.68M Buy
37,555
+2,889
+8% +$286K 3.81% 9
2023
Q1 		$3.45M Sell
34,666
-24,366
-41% -$2.41M 3.78% 9
2022
Q4 		$5.73M Sell
59,032
-3,003
-5% -$290K 4.38% 9
2022
Q3 		$5.98M Buy
62,035
+16,164
+35% +$1.63M 4.84% 8
2022
Q2 		$4.66M Buy
45,871
+7,121
+18% +$732K 3.68% 10
2022
Q1 		$4.15M Sell
38,750
-26,346
-40% -$2.9M 2.84% 11
2021
Q4 		$7.43M Buy
65,096
+30,579
+89% +$3.5M 4.47% 7
2021
Q3 		$3.96M Buy
34,517
+542
+2% +$62.8K 2.68% 12
2021
Q2 		$3.92M Buy
+33,975
New +$3.89M 2.8% 12

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

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

Motive Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q2 2026, buying an estimated $816K and bringing the position to 151,575 shares worth $15M. The position accounts for 6.17% of the portfolio, ranked #5.

Motive Wealth Advisors first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $15M in Q2 2025. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Motive Wealth Advisors held 151,575 shares of iShares Core US Aggregate Bond ETF worth $15M as of Q2 2026.
  • Motive Wealth Advisors bought 8,245 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $816K.
  • iShares Core US Aggregate Bond ETF made up 6.17% of Motive Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Motive Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Motive Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $15M in Q2 2025.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.