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

Sagespring 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	$97.3M	Buy	982,632 +52,956	+6%	+$5.24M	1.49%	18
2026 Q1	$92.3M	Sell	929,676 -23,553,743	-96%	-$2.36B	1.68%	15
2025 Q4	$100M	Buy	24,483,419 +58,325	+0.2%	+$5.85M	1.82%	17
2025 Q3	$94.7M	Sell	24,425,094 -112,965	-0.5%	-$11.2M	1.85%	13
2025 Q2	$105M	Buy	24,538,059 +1,052	+0%	+$103K	2.26%	12
2025 Q1	$105M	Buy	24,537,007 +23,321,926	+1,919%	+$2.28B	2.64%	11
2024 Q4	$118M	Buy	+1,215,081	New	+$120M	3.11%	10

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

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

Sagespring Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.7% in Q2 2026, buying an estimated $5.24M and bringing the position to 982,632 shares worth $97.3M. The position accounts for 1.49% of the portfolio, ranked #18.

Sagespring Wealth Partners first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $118M in Q4 2024. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sagespring Wealth Partners held 982,632 shares of iShares Core US Aggregate Bond ETF worth $97.3M as of Q2 2026.
Sagespring Wealth Partners bought 52,956 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.24M.
iShares Core US Aggregate Bond ETF made up 1.49% of Sagespring Wealth Partners's portfolio in Q2 2026, its #18 holding.
Sagespring Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $118M in Q4 2024.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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