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Quotient Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quotient Wealth Partners’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 		$192M Buy
1,944,130
+63,998
+3% +$6.33M 4.54% 7
2026
Q1 		$187M Sell
1,880,132
-441,305
-19% -$44.2M 4.91% 7
2025
Q4 		$232M Buy
2,321,437
+142,276
+7% +$14.3M 6.17% 3
2025
Q3 		$218M Buy
2,179,161
+116,027
+6% +$11.5M 5.98% 5
2025
Q2 		$205M Buy
2,063,134
+46,946
+2% +$4.6M 6.02% 5
2025
Q1 		$199M Sell
2,016,188
-430,995
-18% -$42.1M 6.37% 4
2024
Q4 		$237M Buy
2,447,183
+80,616
+3% +$7.94M 7.76% 3
2024
Q3 		$240M Buy
2,366,567
+48,182
+2% +$4.81M 7.88% 3
2024
Q2 		$225M Buy
2,318,385
+250,879
+12% +$24.2M 7.88% 3
2024
Q1 		$202M Buy
2,067,506
+303,119
+17% +$29.7M 7.23% 4
2023
Q4 		$175M Buy
+1,764,387
New +$168M 6.79% 4

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Quotient Wealth Partners's AGG Position: Q2 2026 in Review

Quotient Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q2 2026, buying an estimated $6.33M and bringing the position to 1,944,130 shares worth $192M. The position accounts for 4.54% of the portfolio, ranked #7.

Quotient Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $240M in Q3 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Quotient Wealth Partners held 1,944,130 shares of iShares Core US Aggregate Bond ETF worth $192M as of Q2 2026.
  • Quotient Wealth Partners bought 63,998 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.33M.
  • iShares Core US Aggregate Bond ETF made up 4.54% of Quotient Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Quotient Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $240M in Q3 2024.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.