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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
Q2 		– Sell
-2,497
Closed -$248K – 62
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 $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 22.9% 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

Potentia Wealth's AGG Position: Q2 2026 in Review

Potentia Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,497 shares — an estimated $248K sold.

Potentia Wealth first reported a position in AGG in Q2 2025 and held it in 4 quarters. The position peaked at $284K in Q3 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Potentia Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 2,497 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $248K.
  • Potentia Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Potentia Wealth's iShares Core US Aggregate Bond ETF position peaked at $284K in Q3 2025.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.