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Schneider Downs Wealth Management Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$266K Buy
+2,691
New +$266K 0.03% 146
2025
Q4 		– Sell
-3,111
Closed -$312K – 157
2025
Q3 		$312K Buy
3,111
+33
+1% +$3.27K 0.04% 118
2025
Q2 		$305K Sell
3,078
-61
-2% -$5.98K 0.05% 115
2025
Q1 		$310K Sell
3,139
-50
-2% -$4.89K 0.06% 109
2024
Q4 		$309K Sell
3,189
-76
-2% -$7.49K 0.06% 109
2024
Q3 		$331K Sell
3,265
-198
-6% -$19.8K 0.07% 105
2024
Q2 		$336K Sell
3,463
-557
-14% -$53.8K 0.07% 97
2024
Q1 		$394K Sell
4,020
-267
-6% -$26.1K 0.09% 88
2023
Q4 		$425K Buy
+4,287
New +$408K 0.11% 75
2023
Q2 		– Sell
-5,882
Closed -$586K – 112
2023
Q1 		$586K Buy
5,882
+180
+3% +$17.8K 0.12% 59
2022
Q4 		$553K Buy
5,702
+1,280
+29% +$124K 0.12% 58
2022
Q3 		$426K Buy
+4,422
New +$447K 0.12% 70
2019
Q3 		– Sell
-4,669
Closed -$520K – 67
2019
Q2 		$520K Sell
4,669
-1,412
-23% -$154K 0.18% 39
2019
Q1 		$663K Sell
6,081
-324
-5% -$34.7K 0.25% 32
2018
Q4 		$682K Buy
6,405
+6
+0.1% +$629 0.29% 27
2018
Q3 		$675K Buy
6,399
+996
+18% +$106K 0.43% 24
2018
Q2 		$574K Sell
5,403
-220
-4% -$23.3K 0.38% 24
2018
Q1 		$603K Sell
5,623
-1,196
-18% -$128K 0.34% 22
2017
Q4 		$746K Sell
6,819
-59
-0.9% -$6.45K 0.43% 17
2017
Q3 		$754K Buy
6,878
+1,194
+21% +$131K 0.49% 16
2017
Q2 		$622K Buy
5,684
+157
+3% +$17.2K 0.41% 19
2017
Q1 		$600K Buy
5,527
+160
+3% +$17.3K 0.41% 20
2016
Q4 		$580K Buy
5,367
+1,592
+42% +$174K 0.39% 15
2016
Q3 		$424K Sell
3,775
-325
-8% -$36.5K 0.27% 24
2016
Q2 		$462K Buy
4,100
+458
+13% +$50.9K 0.31% 17
2016
Q1 		$404K Buy
3,642
+75
+2% +$8.21K 0.28% 18
2015
Q4 		$385K Buy
+3,567
New +$388K 0.45% 18

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

Schneider Downs Wealth Management Advisors's AGG Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,691 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: Schneider Downs Wealth Management Advisors previously reported a position in AGG as recently as Q3 2025.

Schneider Downs Wealth Management Advisors first reported a position in AGG in Q4 2015 and has held it in 27 quarters since. The position peaked at $754K in Q3 2017. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 2,691 shares of iShares Core US Aggregate Bond ETF worth $266K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Schneider Downs Wealth Management Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #146 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 27 quarters since.
  • Schneider Downs Wealth Management Advisors's iShares Core US Aggregate Bond ETF position peaked at $754K in Q3 2017.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.