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

Private Wealth Group’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	$1.37M	Hold	13,886	–	–	0.53%	25
2026 Q1	$1.38M	Hold	13,886	–	–	0.64%	24
2025 Q4	$1.39M	Hold	13,886	–	–	0.67%	24
2025 Q3	$1.39M	Buy	13,886 +927	+7%	+$92K	0.69%	23
2025 Q2	$1.29M	Hold	12,959	–	–	0.68%	21
2025 Q1	$1.28M	Hold	12,959	–	–	0.75%	22
2024 Q4	$1.26M	Hold	12,959	–	–	0.61%	27
2024 Q3	$1.31M	Hold	12,959	–	–	0.66%	27
2024 Q2	$1.26M	Hold	12,959	–	–	0.66%	26
2024 Q1	$1.27M	Hold	12,959	–	–	0.66%	25
2023 Q4	$1.29M	Sell	12,959 -4,928	-28%	-$469K	0.73%	23
2023 Q3	$1.68M	Hold	17,887	–	–	1.1%	19
2023 Q2	$1.75M	Hold	17,887	–	–	1.8%	13
2023 Q1	$1.78M	Hold	17,887	–	–	2.45%	11
2022 Q4	$1.73M	Buy	+17,887	New	+$1.73M	2.46%	10
2019 Q4	–	Sell	-5,937	Closed	-$672K	–	32
2019 Q3	$672K	Buy	+5,937	New	+$667K	0.6%	27
2019 Q1	–	Sell	-92,736	Closed	-$9.88M	–	28
2018 Q4	$9.88M	Buy	92,736 +39,039	+73%	+$4.09M	9.69%	4
2018 Q3	$5.67M	Buy	+53,697	New	+$5.7M	5.84%	6
2018 Q1	–	Sell	-17,423	Closed	-$1.91M	–	20
2017 Q4	$1.91M	Buy	+17,423	New	+$1.9M	2.2%	15

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Private Wealth Group's AGG Position: Q2 2026 in Review

Private Wealth Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 13,886 shares worth $1.37M. The position accounts for 0.53% of the portfolio, ranked #25.

Private Wealth Group first reported a position in AGG in Q4 2017 and has held it in 19 quarters since. The position peaked at $9.88M in Q4 2018. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Private Wealth Group held 13,886 shares of iShares Core US Aggregate Bond ETF worth $1.37M as of Q2 2026.
Private Wealth Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.53% of Private Wealth Group's portfolio in Q2 2026, its #25 holding.
Private Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 19 quarters since.
Private Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $9.88M in Q4 2018.
937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.