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Onyx Bridge Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Onyx Bridge Wealth Group’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 		$7.03M Sell
71,025
-66,715
-48% -$6.6M 0.63% 34
2026
Q1 		$13.7M Sell
137,740
-12,709
-8% -$1.27M 1.47% 13
2025
Q4 		$15M Sell
150,449
-23,711
-14% -$2.38M 1.6% 10
2025
Q3 		$17.5M Sell
174,160
-113,048
-39% -$11.2M 1.9% 8
2025
Q2 		$28.5M Buy
287,208
+67,944
+31% +$6.66M 3.77% 2
2025
Q1 		$21.7M Sell
219,264
-1,757
-0.8% -$172K 3.11% 5
2024
Q4 		$21.4M Buy
221,021
+12,404
+6% +$1.22M 3.08% 5
2024
Q3 		$21.1M Buy
208,617
+10,817
+5% +$1.08M 3.19% 5
2024
Q2 		$19.2M Sell
197,800
-1,736
-0.9% -$168K 3.15% 5
2024
Q1 		$19M Sell
199,536
-21,637
-10% -$2.12M 3.4% 4
2023
Q4 		$22M Buy
221,173
+112,784
+104% +$10.7M 4.43% 2
2023
Q3 		$10.2M Sell
108,389
-6,034
-5% -$581K 2.38% 9
2023
Q2 		$11.2M Buy
114,423
+8,243
+8% +$815K 2.68% 7
2023
Q1 		$10.6M Sell
106,180
-59,410
-36% -$5.87M 4.22% 5
2022
Q4 		$16.4M Sell
165,590
-13,636
-8% -$1.32M 6.67% 4
2022
Q3 		$17.1M Buy
179,226
+4,404
+3% +$445K 7.8% 3
2022
Q2 		$18.1M Sell
174,822
-2,937
-2% -$302K 8.05% 4
2022
Q1 		$18.4M Buy
177,759
+19,448
+12% +$2.14M 6.98% 5
2021
Q4 		$17.9M Buy
158,311
+50,464
+47% +$5.77M 6.05% 5
2021
Q3 		$12.3M Buy
107,847
+53,664
+99% +$6.22M 4.64% 7
2021
Q2 		$6.28M Sell
54,183
-82,318
-60% -$9.43M 2.72% 9
2021
Q1 		$15.5M Buy
136,501
+21,202
+18% +$2.46M 7.78% 5
2020
Q4 		$13.6M Buy
+115,299
New +$13.6M 8.93% 3

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Onyx Bridge Wealth Group's AGG Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 48% in Q2 2026, selling an estimated $6.6M and leaving 71,025 shares worth $7.03M. The position accounts for 0.63% of the portfolio, ranked #34.

Onyx Bridge Wealth Group first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.5M in Q2 2025. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Onyx Bridge Wealth Group held 71,025 shares of iShares Core US Aggregate Bond ETF worth $7.03M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 66,715 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.6M.
  • iShares Core US Aggregate Bond ETF made up 0.63% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $28.5M in Q2 2025.
  • 644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.