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

Physician 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 		$743K Sell
7,502
-29
-0.4% -$2.87K 0.09% 95
2026
Q1 		$748K Sell
7,531
-304
-4% -$30.4K 0.1% 81
2025
Q4 		$783K Sell
7,835
-48
-0.6% -$4.82K 0.11% 78
2025
Q3 		$790K Sell
7,883
-746
-9% -$74K 0.11% 76
2025
Q2 		$856K Sell
8,629
-1,093
-11% -$107K 0.13% 73
2025
Q1 		$962K Sell
9,722
-4,366
-31% -$427K 0.17% 68
2024
Q4 		$1.37M Buy
14,088
+4,176
+42% +$411K 0.23% 57
2024
Q3 		$989K Buy
9,912
+181
+2% +$18.1K 0.18% 66
2024
Q2 		$958K Buy
9,731
+628
+7% +$60.6K 0.18% 67
2024
Q1 		$866K Buy
9,103
+378
+4% +$37K 0.18% 68
2023
Q4 		$857K Sell
8,725
-2,375
-21% -$226K 0.19% 64
2023
Q3 		$1.04M Buy
11,100
+280
+3% +$27K 0.27% 56
2023
Q2 		$1.06M Buy
10,820
+150
+1% +$14.8K 0.26% 52
2023
Q1 		$1.06M Buy
10,670
+253
+2% +$25K 0.28% 50
2022
Q4 		$1.04M Buy
10,417
+1,644
+19% +$159K 0.28% 48
2022
Q3 		$848K Sell
8,773
-26
-0.3% -$2.63K 0.26% 53
2022
Q2 		$917K Buy
8,799
+121
+1% +$12.4K 0.27% 54
2022
Q1 		$894K Sell
8,678
-53
-0.6% -$5.83K 0.24% 58
2021
Q4 		$982K Buy
8,731
+134
+2% +$15.3K 0.26% 53
2021
Q3 		$985K Buy
8,597
+139
+2% +$16.1K 0.27% 52
2021
Q2 		$984K Sell
8,458
-642
-7% -$73.6K 0.28% 49
2021
Q1 		$1.04M Sell
9,100
-721
-7% -$83.5K 0.34% 47
2020
Q4 		$1.14M Buy
9,821
+2,349
+31% +$277K 0.39% 42
2020
Q3 		$876K Sell
7,472
-562
-7% -$66.7K 0.35% 44
2020
Q2 		$959K Sell
8,034
-15,633
-66% -$1.83M 0.39% 45
2020
Q1 		$2.77M Sell
23,667
-2,413
-9% -$275K 1.39% 21
2019
Q4 		$2.94M Buy
26,080
+305
+1% +$34.4K 1.31% 18
2019
Q3 		$2.91M Buy
+25,775
New +$2.9M 1.42% 16

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

Physician Wealth Advisors's AGG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.39% in Q2 2026, selling an estimated $2.87K and leaving 7,502 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #95.

Physician Wealth Advisors first reported a position in AGG in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.94M in Q4 2019. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Physician Wealth Advisors held 7,502 shares of iShares Core US Aggregate Bond ETF worth $743K as of Q2 2026.
  • Physician Wealth Advisors sold 29 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.87K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Physician Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Physician Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.94M in Q4 2019.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.