Pinnacle Wealth Management Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Wealth Management Advisory 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	$1.14M	Sell	11,514 -125	-1%	-$12.4K	0.07%	170
2026 Q1	$1.16M	Buy	11,639 +51	+0.4%	+$5.1K	0.08%	163
2025 Q4	$1.16M	Sell	11,588 -1,569	-12%	-$157K	0.08%	155
2025 Q3	$1.32M	Buy	13,157 +75	+0.6%	+$7.44K	0.1%	131
2025 Q2	$1.3M	Sell	13,082 -22	-0.2%	-$2.16K	0.11%	127
2025 Q1	$1.3M	Buy	13,104 +3,796	+41%	+$371K	0.12%	117
2024 Q4	$902K	Sell	9,308 -125	-1%	-$12.3K	0.08%	144
2024 Q3	$955K	Buy	9,433 +188	+2%	+$18.8K	0.09%	138
2024 Q2	$897K	Buy	9,245 +349	+4%	+$33.7K	0.09%	138
2024 Q1	$871K	Sell	8,896 -1,516	-15%	-$148K	0.09%	137
2023 Q4	$1.03M	Buy	10,412 +2,143	+26%	+$204K	0.12%	121
2023 Q3	$778K	Buy	8,269 +2,980	+56%	+$287K	0.1%	129
2023 Q2	$518K	Buy	+5,289	New	+$523K	0.06%	177
2023 Q1	–	Sell	-2,349	Closed	-$228K	–	321
2022 Q4	$228K	Buy	+2,349	New	+$227K	0.03%	266
2017 Q4	–	Sell	-3,595	Closed	-$394K	–	149
2017 Q3	$394K	Buy	3,595 +95	+3%	+$10.4K	0.23%	100
2017 Q2	$383K	Buy	3,500 +15	+0.4%	+$1.64K	0.24%	99
2017 Q1	$378K	Hold	3,485	–	–	0.26%	89
2016 Q4	$377K	Sell	3,485 -1,345	-28%	-$147K	0.27%	84
2016 Q3	$543K	Sell	4,830 -1,055	-18%	-$119K	0.41%	71
2016 Q2	$663K	Buy	5,885 +1,030	+21%	+$114K	0.53%	61
2016 Q1	$538K	Buy	4,855 +290	+6%	+$31.7K	0.48%	64
2015 Q4	$493K	Sell	4,565 -90	-2%	-$9.8K	0.45%	64
2015 Q3	$510K	Buy	4,655 +480	+11%	+$52.3K	0.49%	62
2015 Q2	$454K	Buy	4,175 +525	+14%	+$57.7K	0.42%	66
2015 Q1	$407K	Buy	3,650 +807	+28%	+$89.6K	0.37%	72
2014 Q4	$313K	Buy	+2,843	New	+$313K	0.29%	80

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's AGG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.1% in Q2 2026, selling an estimated $12.4K and leaving 11,514 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #170.

Pinnacle Wealth Management Advisory Group first reported a position in AGG in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.32M in Q3 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 11,514 shares of iShares Core US Aggregate Bond ETF worth $1.14M as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 125 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.4K.
iShares Core US Aggregate Bond ETF made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #170 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 26 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $1.32M in Q3 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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