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

Potentia Wealth’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
Q1 		$248K Sell
2,497
-309
-11% -$30.9K 0.1% 79
2025
Q4 		$280K Sell
2,806
-23
-0.8% -$2.31K 0.1% 81
2025
Q3 		$284K Buy
2,829
+654
+30% +$64.9K 0.11% 83
2025
Q2 		$216K Buy
+2,175
New +$213K 0.12% 66

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Potentia Wealth's AGG Position: Q1 2026 in Review

Potentia Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, selling an estimated $30.9K and leaving 2,497 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #79.

Potentia Wealth first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q3 2025. 2,074 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Potentia Wealth held 2,497 shares of iShares Core US Aggregate Bond ETF worth $248K as of Q1 2026.
  • Potentia Wealth sold 309 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $30.9K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Potentia Wealth's portfolio in Q1 2026, its #79 holding.
  • Potentia Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Potentia Wealth's iShares Core US Aggregate Bond ETF position peaked at $284K in Q3 2025.
  • 2,074 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.