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

Sentinel 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	$1.78M	Buy	17,961 +1,439	+9%	+$142K	1.25%	17
2026 Q1	$1.64M	Buy	16,522 +8	+0%	+$800	1.31%	16
2025 Q4	$1.65M	Hold	16,514	–	–	1.37%	16
2025 Q3	$1.66M	Buy	16,514 +1,816	+12%	+$180K	1.44%	16
2025 Q2	$1.46M	Buy	+14,698	New	+$1.44M	1.37%	17

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

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

Sentinel Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.7% in Q2 2026, buying an estimated $142K and bringing the position to 17,961 shares worth $1.78M. The position accounts for 1.25% of the portfolio, ranked #17.

Sentinel Wealth Management first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sentinel Wealth Management held 17,961 shares of iShares Core US Aggregate Bond ETF worth $1.78M as of Q2 2026.
Sentinel Wealth Management bought 1,439 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $142K.
iShares Core US Aggregate Bond ETF made up 1.25% of Sentinel Wealth Management's portfolio in Q2 2026, its #17 holding.
Sentinel Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sentinel Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.