N.E.W. Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

N.E.W. Advisory Services’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	$119K	Buy	1,204 +12	+1%	+$1.19K	0.01%	273
2026 Q1	$118K	Buy	1,192 +8	+0.7%	+$800	0.01%	266
2025 Q4	$118K	Buy	1,184 +4	+0.3%	+$401	0.01%	261
2025 Q3	$118K	Hold	1,180	–	–	0.01%	229
2025 Q2	$117K	Hold	1,180	–	–	0.01%	231
2025 Q1	$117K	Buy	+1,180	New	+$115K	0.01%	258

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

N.E.W. Advisory Services's AGG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $1.19K and bringing the position to 1,204 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #273.

N.E.W. Advisory Services first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. 1,639 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

N.E.W. Advisory Services held 1,204 shares of iShares Core US Aggregate Bond ETF worth $119K as of Q2 2026.
N.E.W. Advisory Services bought 12 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.19K.
iShares Core US Aggregate Bond ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #273 holding.
N.E.W. Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,639 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.