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

Shepherd 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 		– Sell
-4,144
Closed -$409K – 58
2026
Q1 		$409K Buy
4,144
+1,608
+63% +$161K 0.31% 29
2025
Q4 		$254K Buy
+2,536
New +$254K 0.18% 37

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

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

Shepherd Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 4,144 shares — an estimated $409K sold.

Shepherd Wealth Management first reported a position in AGG in Q4 2025 and held it in 2 quarters. The position peaked at $409K in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Shepherd Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 4,144 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $409K.
  • Shepherd Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $409K in Q1 2026.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.