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Pension & Wealth Management Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pension & Wealth Management 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 		$280K Buy
2,823
+403
+17% +$39.9K 0.08% 151
2026
Q1 		$240K Buy
2,420
+117
+5% +$11.7K 0.07% 148
2025
Q4 		$230K Sell
2,303
-458
-17% -$46K 0.07% 163
2025
Q3 		$277K Sell
2,761
-60
-2% -$5.95K 0.09% 125
2025
Q2 		$280K Sell
2,821
-249
-8% -$24.4K 0.09% 117
2025
Q1 		$304K Buy
3,070
+197
+7% +$19.3K 0.11% 113
2024
Q4 		$279K Buy
2,873
+1,016
+55% +$100K 0.11% 113
2024
Q3 		$188K Sell
1,857
-406
-18% -$40.5K 0.1% 98
2024
Q2 		$220K Buy
2,263
+19
+0.8% +$1.83K 0.13% 87
2024
Q1 		$220K Sell
2,244
-123
-5% -$12K 0.14% 84
2023
Q4 		$235K Sell
2,367
-5,516
-70% -$525K 0.15% 80
2023
Q3 		$741K Buy
7,883
+1,097
+16% +$106K 0.53% 28
2023
Q2 		$721K Sell
6,786
-1,007
-13% -$99.5K 0.53% 28
2023
Q1 		$777K Sell
7,793
-105,483
-93% -$10.4M 0.61% 24
2022
Q4 		$11M Buy
+113,276
New +$11M 9.41% 3

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
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 $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pension & Wealth Management Advisors's AGG Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,823 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #151.

Pension & Wealth Management Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2022. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,823 shares of iShares Core US Aggregate Bond ETF worth $280K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 403 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39.9K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #151 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's iShares Core US Aggregate Bond ETF position peaked at $11M in Q4 2022.
  • 2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.