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Signal Advisors Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Signal Advisors Wealth’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 		$1.9M Sell
19,164
-33,551
-64% -$3.32M 0.1% 176
2026
Q1 		$5.23M Buy
52,715
+13,232
+34% +$1.32M 0.36% 65
2025
Q4 		$3.94M Sell
39,483
-5,032
-11% -$505K 0.31% 74
2025
Q3 		$4.46M Sell
44,515
-147,968
-77% -$14.7M 0.4% 62
2025
Q2 		$19.1M Sell
192,483
-49,361
-20% -$4.84M 1.49% 12
2025
Q1 		$23.9M Buy
241,844
+79,607
+49% +$7.78M 2.34% 6
2024
Q4 		$15.7M Buy
162,237
+70,914
+78% +$6.98M 1.78% 8
2024
Q3 		$9.25M Buy
+91,323
New +$9.11M 1.32% 11
2024
Q2 		– Sell
-41,204
Closed -$4.04M – 81
2024
Q1 		$4.04M Buy
41,204
+214
+0.5% +$20.9K 1% 26
2023
Q4 		$4.05M Buy
+40,990
New +$3.9M 1.41% 15

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

Signal Advisors Wealth's AGG Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 64% in Q2 2026, selling an estimated $3.32M and leaving 19,164 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #176.

Signal Advisors Wealth first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.9M in Q1 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Signal Advisors Wealth held 19,164 shares of iShares Core US Aggregate Bond ETF worth $1.9M as of Q2 2026.
  • Signal Advisors Wealth sold 33,551 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.32M.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Signal Advisors Wealth's portfolio in Q2 2026, its #176 holding.
  • Signal Advisors Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Signal Advisors Wealth's iShares Core US Aggregate Bond ETF position peaked at $23.9M in Q1 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.