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

Principia Wealth Advisory’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	$13.3K	Sell	134 -2,325	-95%	-$230K	0.01%	210
2026 Q1	$244K	Sell	2,459 -1,589	-39%	-$159K	0.14%	66
2025 Q4	$404K	Buy	4,048 +2,052	+103%	+$206K	0.25%	50
2025 Q3	$200K	Buy	1,996 +1,823	+1,054%	+$181K	0.14%	74
2025 Q2	$17.2K	Buy	+173	New	+$17K	0.01%	138
2025 Q1	–	Sell	-10	Closed	-$969	–	857
2024 Q4	$969	Buy	+10	New	+$985	﹤0.01%	375

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

Principia Wealth Advisory's AGG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 95% in Q2 2026, selling an estimated $230K and leaving 134 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #210.

Principia Wealth Advisory first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Principia Wealth Advisory held 134 shares of iShares Core US Aggregate Bond ETF worth $13.3K as of Q2 2026.
Principia Wealth Advisory sold 2,325 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $230K.
iShares Core US Aggregate Bond ETF made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #210 holding.
Principia Wealth Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Principia Wealth Advisory's iShares Core US Aggregate Bond ETF position peaked at $404K in Q4 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.