RWM
AGG icon

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

RBA 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 		$1.76M Sell
17,825
-305
-2% -$30.2K 0.65% 48
2026
Q1 		$1.8M Buy
18,130
+71
+0.4% +$7.1K 0.65% 46
2025
Q4 		$1.8M Buy
18,059
+360
+2% +$36.1K 0.61% 48
2025
Q3 		$1.77M Buy
17,699
+1,608
+10% +$160K 0.61% 48
2025
Q2 		$1.6M Sell
16,091
-368
-2% -$36.1K 0.59% 49
2025
Q1 		$1.63M Sell
16,459
-258
-2% -$25.2K 0.64% 47
2024
Q4 		$1.62M Buy
16,717
+1,994
+14% +$196K 0.62% 47
2024
Q3 		$1.49M Buy
14,723
+715
+5% +$71.3K 0.57% 47
2024
Q2 		$1.36M Buy
14,008
+143
+1% +$13.8K 0.54% 50
2024
Q1 		$1.36M Buy
13,865
+742
+6% +$72.6K 0.55% 48
2023
Q4 		$1.3M Sell
13,123
-521
-4% -$49.6K 0.57% 49
2023
Q3 		$1.28M Buy
13,644
+639
+5% +$61.5K 0.62% 49
2023
Q2 		$1.27M Buy
13,005
+589
+5% +$58.2K 0.59% 49
2023
Q1 		$1.24M Sell
12,416
-14
-0.1% -$1.38K 0.62% 49
2022
Q4 		$1.21M Buy
12,430
+514
+4% +$49.7K 0.63% 49
2022
Q3 		$1.15M Sell
11,916
-421
-3% -$42.6K 0.66% 49
2022
Q2 		$1.25M Buy
12,337
+174
+1% +$17.9K 0.7% 48
2022
Q1 		$1.3M Sell
12,163
-185
-1% -$20.4K 0.63% 51
2021
Q4 		$1.41M Buy
+12,348
New +$1.41M 0.67% 50
2021
Q1 		– Sell
-9,389
Closed -$1.11M – 240
2020
Q4 		$1.11M Buy
9,389
+231
+3% +$27.2K 0.67% 55
2020
Q3 		$1.08M Buy
9,158
+696
+8% +$82.6K 0.73% 54
2020
Q2 		$1M Buy
8,462
+70
+0.8% +$8.2K 0.73% 54
2020
Q1 		$968K Buy
+8,392
New +$956K 0.84% 44

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

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

RBA Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q2 2026, selling an estimated $30.2K and leaving 17,825 shares worth $1.76M. The position accounts for 0.65% of the portfolio, ranked #48.

RBA Wealth Management first reported a position in AGG in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • RBA Wealth Management held 17,825 shares of iShares Core US Aggregate Bond ETF worth $1.76M as of Q2 2026.
  • RBA Wealth Management sold 305 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $30.2K.
  • iShares Core US Aggregate Bond ETF made up 0.65% of RBA Wealth Management's portfolio in Q2 2026, its #48 holding.
  • RBA Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • RBA Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.8M in Q4 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.