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

Pacific Excel 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	$2.78M	Buy	+28,089	New	+$2.78M	1.08%	22

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

Pacific Excel Wealth Advisors's AGG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 28,089 shares worth $2.78M. The stake represents 1.08% of the portfolio and ranks #22 among its holdings.

2,082 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pacific Excel Wealth Advisors held 28,089 shares of iShares Core US Aggregate Bond ETF worth $2.78M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 1.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #22 holding.
2,082 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.