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One Wealth Management Investment & Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

One Wealth Management Investment & 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 		$393K Buy
3,968
+1,595
+67% +$158K 0.41% 33
2026
Q1 		$236K Buy
+2,373
New +$237K 0.28% 45

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's AGG Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 67% in Q2 2026, buying an estimated $158K and bringing the position to 3,968 shares worth $393K. The position accounts for 0.41% of the portfolio, ranked #33.

One Wealth Management Investment & Advisory Services first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 3,968 shares of iShares Core US Aggregate Bond ETF worth $393K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services bought 1,595 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #33 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.