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

PrairieView Wealth Partners’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 		$16.6M Buy
167,570
+18,284
+12% +$1.81M 12.39% 2
2026
Q1 		$14.8M Buy
149,286
+6,104
+4% +$611K 12.15% 2
2025
Q4 		$14.3M Buy
143,182
+3,968
+3% +$398K 12.97% 2
2025
Q3 		$14M Buy
139,214
+4,243
+3% +$421K 13.11% 2
2025
Q2 		$13.4M Buy
134,971
+4,722
+4% +$463K 13.9% 2
2025
Q1 		$12.9M Sell
130,249
-37,931
-23% -$3.71M 15.75% 2
2024
Q4 		$16.3M Buy
168,180
+2,575
+2% +$254K 17.61% 2
2024
Q3 		$16.8M Buy
165,605
+121,485
+275% +$12.1M 18.13% 2
2024
Q2 		$4.28M Sell
44,120
-42,091
-49% -$4.06M 3.65% 9
2024
Q1 		$8.44M Buy
86,211
+4,342
+5% +$425K 7.66% 7
2023
Q4 		$8.13M Buy
+81,869
New +$7.79M 8.12% 7

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

PrairieView Wealth Partners's AGG Position: Q2 2026 in Review

PrairieView Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $1.81M and bringing the position to 167,570 shares worth $16.6M. The position accounts for 12.39% of the portfolio, ranked #2.

PrairieView Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q3 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • PrairieView Wealth Partners held 167,570 shares of iShares Core US Aggregate Bond ETF worth $16.6M as of Q2 2026.
  • PrairieView Wealth Partners bought 18,284 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.81M.
  • iShares Core US Aggregate Bond ETF made up 12.39% of PrairieView Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • PrairieView Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • PrairieView Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $16.8M in Q3 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.