Prosperity Consulting Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prosperity Consulting 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	$35.1M	Sell	354,851 -19,955	-5%	-$1.97M	1.33%	17
2026 Q1	$37.2M	Sell	374,806 -6,165	-2%	-$617K	1.66%	12
2025 Q4	$38.1M	Sell	380,971 -8,362	-2%	-$839K	1.71%	11
2025 Q3	$39M	Buy	389,333 +10,899	+3%	+$1.08M	1.92%	9
2025 Q2	$37.5M	Sell	378,434 -19,333	-5%	-$1.89M	2.74%	4
2025 Q1	$39.3M	Sell	397,767 -47,855	-11%	-$4.68M	3.04%	4
2024 Q4	$43.2M	Sell	445,622 -31,271	-7%	-$3.08M	3.25%	3
2024 Q3	$48.3M	Buy	476,893 +15,850	+3%	+$1.58M	3.77%	3
2024 Q2	$44.8M	Sell	461,043 -116,957	-20%	-$11.3M	6.07%	2
2024 Q1	$56.6M	Buy	578,000 +527,100	+1,036%	+$51.6M	7.1%	1
2023 Q4	$5.05M	Buy	50,900 +26,613	+110%	+$2.53M	1.69%	13
2023 Q3	$2.28M	Buy	+24,287	New	+$2.34M	1.05%	27

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

Prosperity Consulting Group's AGG Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q2 2026, selling an estimated $1.97M and leaving 354,851 shares worth $35.1M. The position accounts for 1.33% of the portfolio, ranked #17.

Prosperity Consulting Group first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $56.6M in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Prosperity Consulting Group held 354,851 shares of iShares Core US Aggregate Bond ETF worth $35.1M as of Q2 2026.
Prosperity Consulting Group sold 19,955 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.97M.
iShares Core US Aggregate Bond ETF made up 1.33% of Prosperity Consulting Group's portfolio in Q2 2026, its #17 holding.
Prosperity Consulting Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's iShares Core US Aggregate Bond ETF position peaked at $56.6M in Q1 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.