Noble Family Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Noble Family Wealth’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	$443K	Sell	4,475 -5,386	-55%	-$533K	0.08%	55
2026 Q1	$979K	Sell	9,861 -235	-2%	-$23.5K	0.2%	44
2025 Q4	$1.01M	Sell	10,096 -1,009	-9%	-$101K	0.21%	41
2025 Q3	$1.11M	Sell	11,105 -11	-0.1%	-$1.09K	0.25%	39
2025 Q2	$1.1M	Buy	11,116 +1,450	+15%	+$142K	0.27%	37
2025 Q1	$956K	Sell	9,666 -10	-0.1%	-$978	0.26%	37
2024 Q4	$939K	Hold	9,676	–	–	0.26%	39
2024 Q3	$980K	Hold	9,676	–	–	0.26%	40
2024 Q2	$939K	Hold	9,676	–	–	0.27%	39
2024 Q1	$948K	Sell	9,676 -83	-0.9%	-$8.12K	0.27%	39
2023 Q4	$969K	Sell	9,759 -237	-2%	-$22.6K	0.29%	38
2023 Q3	$940K	Buy	9,996 +41	+0.4%	+$3.95K	0.32%	37
2023 Q2	$975K	Sell	9,955 -151	-1%	-$14.9K	0.32%	39
2023 Q1	$1.01M	Buy	+10,106	New	+$999K	0.34%	39

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

Noble Family Wealth's AGG Position: Q2 2026 in Review

Noble Family Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 55% in Q2 2026, selling an estimated $533K and leaving 4,475 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #55.

Noble Family Wealth first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q3 2025. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Noble Family Wealth held 4,475 shares of iShares Core US Aggregate Bond ETF worth $443K as of Q2 2026.
Noble Family Wealth sold 5,386 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $533K.
iShares Core US Aggregate Bond ETF made up 0.08% of Noble Family Wealth's portfolio in Q2 2026, its #55 holding.
Noble Family Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.11M in Q3 2025.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.