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

Regimen Wealth’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 		$646K Sell
6,522
-237
-4% -$23.4K 0.17% 49
2026
Q1 		$673K Sell
6,759
-193,554
-97% -$19.4M 0.2% 48
2025
Q4 		$20M Buy
200,313
+2,574
+1% +$258K 5.85% 6
2025
Q3 		$19.8M Buy
197,739
+3,427
+2% +$340K 5.88% 6
2025
Q2 		$19.3M Buy
194,312
+7,347
+4% +$720K 5.99% 5
2025
Q1 		$18.5M Buy
186,965
+1,245
+0.7% +$122K 5.95% 6
2024
Q4 		$18M Buy
185,720
+15,185
+9% +$1.5M 5.88% 6
2024
Q3 		$17.3M Buy
170,535
+3,480
+2% +$347K 5.59% 6
2024
Q2 		$16.2M Buy
167,055
+2,253
+1% +$217K 5.58% 6
2024
Q1 		$16.1M Buy
164,802
+6,185
+4% +$605K 5.6% 7
2023
Q4 		$15.9M Buy
158,617
+3,065
+2% +$292K 6.07% 6
2023
Q3 		$14.6M Buy
155,552
+17,713
+13% +$1.71M 6.01% 6
2023
Q2 		$13.5M Buy
137,839
+12,921
+10% +$1.28M 5.6% 7
2023
Q1 		$13.4M Buy
124,918
+120,104
+2,495% +$11.9M 5.78% 6
2022
Q4 		$467K Buy
+4,814
New +$466K 0.31% 34

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

Regimen Wealth's AGG Position: Q2 2026 in Review

Regimen Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q2 2026, selling an estimated $23.4K and leaving 6,522 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #49.

Regimen Wealth first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $20M in Q4 2025. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Regimen Wealth held 6,522 shares of iShares Core US Aggregate Bond ETF worth $646K as of Q2 2026.
  • Regimen Wealth sold 237 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $23.4K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Regimen Wealth's portfolio in Q2 2026, its #49 holding.
  • Regimen Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Regimen Wealth's iShares Core US Aggregate Bond ETF position peaked at $20M in Q4 2025.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.