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

One 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 		– Sell
-7,054
Closed -$700K – 328
2026
Q1 		$700K Sell
7,054
-962
-12% -$96.2K 0.09% 125
2025
Q4 		$1.41M Sell
8,016
-6,002
-43% -$602K 0.17% 79
2025
Q3 		$1.41M Buy
14,018
+6,002
+75% +$595K 0.18% 79
2025
Q2 		$795K Sell
8,016
-5,593
-41% -$548K 0.11% 110
2025
Q1 		$1.35M Buy
+13,609
New +$1.33M 0.2% 77
2023
Q3 		– Sell
-3,541
Closed -$347K – 190
2023
Q2 		$347K Sell
3,541
-84
-2% -$8.3K 0.07% 137
2023
Q1 		$361K Sell
3,625
-9,030
-71% -$892K 0.08% 130
2022
Q4 		$1.23M Buy
12,655
+9,477
+298% +$917K 0.28% 58
2022
Q3 		$306K Buy
3,178
+946
+42% +$95.7K 0.1% 113
2022
Q2 		$227K Sell
2,232
-587
-21% -$60.3K 0.06% 169
2022
Q1 		$302K Buy
2,819
+310
+12% +$34.1K 0.07% 148
2021
Q4 		$286K Buy
+2,509
New +$287K 0.07% 138
2019
Q2 		– Sell
-1,035
Closed -$113K – 129
2019
Q1 		$113K Buy
+1,035
New +$111K 0.09% 167
2018
Q4 		– Sell
-1,100
Closed -$116K – 114
2018
Q3 		$116K Buy
1,100
+65
+6% +$6.89K 0.09% 174
2018
Q2 		$110K Hold
1,035
– – 0.09% 181
2018
Q1 		$111K Buy
1,035
+310
+43% +$33.3K 0.1% 162
2017
Q4 		$79K Buy
+725
New +$79.3K 0.06% 233

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

One Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 7,054 shares — an estimated $700K sold.

One Wealth Advisors first reported a position in AGG in Q4 2017 and held it in 17 quarters. The position peaked at $1.41M in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • One Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • One Wealth Advisors sold 7,054 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $700K.
  • One Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 17 quarters.
  • One Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.41M in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.