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Pines Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pines Wealth Management’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 		$303K Buy
3,063
+374
+14% +$37K 0.09% 181
2026
Q1 		$267K Buy
2,689
+13
+0.5% +$1.3K 0.09% 189
2025
Q4 		$267K Buy
2,676
+2
+0.1% +$201 0.09% 188
2025
Q3 		$268K Buy
2,674
+9
+0.3% +$893 0.09% 191
2025
Q2 		$262K Sell
2,665
-139
-5% -$13.6K 0.09% 188
2025
Q1 		$274K Sell
2,804
-205
-7% -$20K 0.13% 160
2024
Q4 		$289K Buy
+3,009
New +$296K 0.13% 162

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 22.96% 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

Pines Wealth Management's AGG Position: Q2 2026 in Review

Pines Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, buying an estimated $37K and bringing the position to 3,063 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #181.

Pines Wealth Management first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Pines Wealth Management held 3,063 shares of iShares Core US Aggregate Bond ETF worth $303K as of Q2 2026.
  • Pines Wealth Management bought 374 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $37K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Pines Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Pines Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.