Private Wealth Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Private Wealth Asset Management’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	$3.1M	Buy	31,317 +3,351	+12%	+$332K	0.3%	64
2026 Q1	$2.78M	Buy	27,966 +394	+1%	+$39.4K	0.3%	63
2025 Q4	$2.75M	Buy	27,572 +4,403	+19%	+$442K	0.3%	58
2025 Q3	$2.32M	Sell	23,169 -294	-1%	-$29.2K	0.27%	61
2025 Q2	$2.33M	Sell	23,463 -994	-4%	-$97.4K	0.31%	56
2025 Q1	$2.42M	Buy	+24,457	New	+$2.39M	0.35%	53

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

Private Wealth Asset Management's AGG Position: Q2 2026 in Review

Private Wealth Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $332K and bringing the position to 31,317 shares worth $3.1M. The position accounts for 0.3% of the portfolio, ranked #64.

Private Wealth Asset Management first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Private Wealth Asset Management held 31,317 shares of iShares Core US Aggregate Bond ETF worth $3.1M as of Q2 2026.
Private Wealth Asset Management bought 3,351 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $332K.
iShares Core US Aggregate Bond ETF made up 0.3% of Private Wealth Asset Management's portfolio in Q2 2026, its #64 holding.
Private Wealth Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.