Parcion Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parcion Private 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	$289K	Sell	2,921 -35	-1%	-$3.46K	0.02%	396
2026 Q1	$293K	Buy	2,956 +45	+2%	+$4.5K	0.02%	337
2025 Q4	$291K	Buy	+2,911	New	+$292K	0.02%	330
2025 Q1	–	Sell	-2,183	Closed	-$212K	–	290
2024 Q4	$212K	Sell	2,183 -1	-0%	-$98	0.02%	233
2024 Q3	$221K	Buy	2,184 +4	+0.2%	+$399	0.02%	222
2024 Q2	$212K	Buy	2,180 +7	+0.3%	+$676	0.02%	186
2024 Q1	$213K	Sell	2,173 -377	-15%	-$36.9K	0.02%	186
2023 Q4	$253K	Sell	2,550 -77,574	-97%	-$7.38M	0.02%	173
2023 Q3	$7.53M	Buy	80,124 +1,007	+1%	+$97K	0.78%	31
2023 Q2	$7.75M	Buy	79,117 +826	+1%	+$81.7K	0.78%	29
2023 Q1	$7.8M	Buy	+78,291	New	+$7.74M	0.82%	25
2022 Q1	–	Sell	-7,885	Closed	-$884K	–	190
2021 Q4	$884K	Sell	7,885 -66	-0.8%	-$7.55K	0.08%	108
2021 Q3	$911K	Hold	7,951	–	–	0.08%	117
2021 Q2	$917K	Sell	7,951 -2,539	-24%	-$291K	0.09%	115
2021 Q1	$1.19M	Sell	10,490 -300	-3%	-$34.7K	0.14%	108
2020 Q4	$1.27M	Buy	+10,790	New	+$1.27M	0.17%	93

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

Parcion Private Wealth's AGG Position: Q2 2026 in Review

Parcion Private Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, selling an estimated $3.46K and leaving 2,921 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #396.

Parcion Private Wealth first reported a position in AGG in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.8M in Q1 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Parcion Private Wealth held 2,921 shares of iShares Core US Aggregate Bond ETF worth $289K as of Q2 2026.
Parcion Private Wealth sold 35 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.46K.
iShares Core US Aggregate Bond ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #396 holding.
Parcion Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 16 quarters since.
Parcion Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $7.8M in Q1 2023.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.