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

Revolve 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 		$628K Buy
6,349
+2
+0% +$198 0.07% 167
2026
Q1 		$630K Sell
6,347
-3,224
-34% -$323K 0.08% 110
2025
Q4 		$956K Sell
9,571
-53
-0.6% -$5.32K 0.11% 93
2025
Q3 		$965K Buy
9,624
+204
+2% +$20.2K 0.12% 91
2025
Q2 		$934K Buy
9,420
+1
+0% +$98 0.12% 90
2025
Q1 		$932K Buy
9,419
+292
+3% +$28.5K 0.13% 83
2024
Q4 		$884K Buy
9,127
+3,044
+50% +$300K 0.13% 87
2024
Q3 		$616K Buy
6,083
+508
+9% +$50.7K 0.09% 100
2024
Q2 		$541K Buy
5,575
+263
+5% +$25.4K 0.09% 99
2024
Q1 		$520K Sell
5,312
-532
-9% -$52.1K 0.09% 101
2023
Q4 		$580K Buy
5,844
+129
+2% +$12.3K 0.11% 81
2023
Q3 		$537K Buy
5,715
+629
+12% +$60.6K 0.12% 82
2023
Q2 		$498K Sell
5,086
-3,917
-44% -$387K 0.12% 83
2023
Q1 		$897K Buy
9,003
+135
+2% +$13.3K 0.23% 60
2022
Q4 		$860K Sell
8,868
-1,142
-11% -$110K 0.25% 61
2022
Q3 		$964K Sell
10,010
-459
-4% -$46.4K 0.32% 52
2022
Q2 		$1.06M Sell
10,469
-187
-2% -$19.2K 0.35% 48
2022
Q1 		$1.14M Buy
10,656
+181
+2% +$19.9K 0.33% 49
2021
Q4 		$1.2M Buy
+10,475
New +$1.2M 0.34% 52

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

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

Revolve Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.03% in Q2 2026, buying an estimated $198 and bringing the position to 6,349 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #167.

Revolve Wealth Partners first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Revolve Wealth Partners held 6,349 shares of iShares Core US Aggregate Bond ETF worth $628K as of Q2 2026.
  • Revolve Wealth Partners bought 2 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $198.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Revolve Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Revolve Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.2M in Q4 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.