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Parr McKnight Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parr McKnight Wealth Management 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 		$286K Buy
2,889
+8
+0.3% +$792 0.03% 202
2026
Q1 		$286K Sell
2,881
-3,277
-53% -$328K 0.04% 197
2025
Q4 		$615K Sell
6,158
-2,077
-25% -$208K 0.08% 176
2025
Q3 		$826K Sell
8,235
-2,038
-20% -$202K 0.11% 170
2025
Q2 		$1.02M Sell
10,273
-1,955
-16% -$192K 0.14% 165
2025
Q1 		$1.21M Buy
12,228
+589
+5% +$57.6K 0.17% 157
2024
Q4 		$1.13M Buy
+11,639
New +$1.15M 0.16% 139

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 22.9% 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

Parr McKnight Wealth Management Group's AGG Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.28% in Q2 2026, buying an estimated $792 and bringing the position to 2,889 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #202.

Parr McKnight Wealth Management Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Parr McKnight Wealth Management Group held 2,889 shares of iShares Core US Aggregate Bond ETF worth $286K as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 8 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $792.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #202 holding.
  • Parr McKnight Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Parr McKnight Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $1.21M in Q1 2025.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.