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

Quadcap Wealth 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	$444K	Buy	4,487 +127	+3%	+$12.6K	0.04%	290
2026 Q1	$433K	Sell	4,360 -2	-0%	-$200	0.05%	277
2025 Q4	$436K	Sell	4,362 -27	-0.6%	-$2.71K	0.05%	289
2025 Q3	$440K	Sell	4,389 -46	-1%	-$4.56K	0.05%	288
2025 Q2	$440K	Sell	4,435 -578	-12%	-$56.6K	0.06%	275
2025 Q1	$496K	Sell	5,013 -1,757	-26%	-$172K	0.07%	238
2024 Q4	$656K	Sell	6,770 -669	-9%	-$65.9K	0.1%	202
2024 Q3	$753K	Buy	7,439 +790	+12%	+$78.8K	0.12%	182
2024 Q2	$645K	Sell	6,649 -3,045	-31%	-$294K	0.12%	190
2024 Q1	$949K	Sell	9,694 -1,143	-11%	-$112K	0.22%	105
2023 Q4	$1.08M	Buy	+10,837	New	+$1.03M	0.28%	94

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

Quadcap Wealth Management's AGG Position: Q2 2026 in Review

Quadcap Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 4,487 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #290.

Quadcap Wealth Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Quadcap Wealth Management held 4,487 shares of iShares Core US Aggregate Bond ETF worth $444K as of Q2 2026.
Quadcap Wealth Management bought 127 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.6K.
iShares Core US Aggregate Bond ETF made up 0.04% of Quadcap Wealth Management's portfolio in Q2 2026, its #290 holding.
Quadcap Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2023.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.