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Peterson Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peterson Wealth Services’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 		$1.01M Buy
10,247
+4,043
+65% +$400K 0.22% 78
2026
Q1 		$616K Buy
6,204
+257
+4% +$25.7K 0.15% 87
2025
Q4 		$594K Buy
5,947
+4,987
+519% +$500K 0.15% 88
2025
Q3 		$564K Sell
960
-4,728
-83% -$469K 0.14% 91
2025
Q2 		$564K Buy
5,688
+149
+3% +$14.6K 0.15% 88
2025
Q1 		$548K Buy
5,539
+2,553
+85% +$250K 0.17% 87
2024
Q4 		$289K Sell
2,986
-159
-5% -$15.7K 0.09% 106
2024
Q3 		$318K Sell
3,145
-256
-8% -$25.5K 0.1% 104
2024
Q2 		$330K Sell
3,401
-1,016
-23% -$98.1K 0.12% 102
2024
Q1 		$433K Sell
4,417
-563
-11% -$55.1K 0.16% 93
2023
Q4 		$494K Buy
+4,980
New +$474K 0.21% 62
2023
Q3 		– Sell
-5,049
Closed -$495K – 65
2023
Q2 		$495K Sell
5,049
-3,093
-38% -$306K 0.24% 66
2023
Q1 		$811K Buy
8,142
+318
+4% +$31.4K 0.42% 67
2022
Q4 		$759K Buy
7,824
+5,566
+247% +$538K 0.43% 58
2022
Q3 		$218K Sell
2,258
-92
-4% -$9.3K 0.15% 82
2022
Q2 		$239K Buy
+2,350
New +$241K 0.17% 79

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Peterson Wealth Services's AGG Position: Q2 2026 in Review

Peterson Wealth Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 65% in Q2 2026, buying an estimated $400K and bringing the position to 10,247 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #78.

Peterson Wealth Services first reported a position in AGG in Q2 2022 and has held it in 16 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Peterson Wealth Services held 10,247 shares of iShares Core US Aggregate Bond ETF worth $1.01M as of Q2 2026.
  • Peterson Wealth Services bought 4,043 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $400K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Peterson Wealth Services's portfolio in Q2 2026, its #78 holding.
  • Peterson Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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