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

Premier Path 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 		$8.4M Buy
84,914
+6,964
+9% +$689K 0.97% 23
2026
Q1 		$7.74M Buy
77,950
+51,244
+192% +$5.13M 1.01% 23
2025
Q4 		$2.67M Buy
26,706
+15,581
+140% +$1.56M 0.34% 63
2025
Q3 		$1.12M Buy
11,125
+806
+8% +$80K 0.14% 168
2025
Q2 		$1.02M Buy
10,319
+4,312
+72% +$423K 0.14% 168
2025
Q1 		$594K Buy
6,007
+215
+4% +$21K 0.09% 214
2024
Q4 		$561K Buy
5,792
+433
+8% +$42.6K 0.09% 219
2024
Q3 		$543K Buy
5,359
+369
+7% +$36.8K 0.09% 225
2024
Q2 		$484K Buy
4,990
+2,023
+68% +$195K 0.08% 229
2024
Q1 		$322K Buy
+2,967
New +$290K 0.06% 263

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

Premier Path Wealth Partners's AGG Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.9% in Q2 2026, buying an estimated $689K and bringing the position to 84,914 shares worth $8.4M. The position accounts for 0.97% of the portfolio, ranked #23.

Premier Path Wealth Partners first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Premier Path Wealth Partners held 84,914 shares of iShares Core US Aggregate Bond ETF worth $8.4M as of Q2 2026.
  • Premier Path Wealth Partners bought 6,964 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $689K.
  • iShares Core US Aggregate Bond ETF made up 0.97% of Premier Path Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.