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

Silverlake 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	$224K	Buy	2,268 +90	+4%	+$8.9K	0.04%	360
2026 Q1	$216K	Sell	2,178 -870	-29%	-$87K	0.05%	347
2025 Q4	$304K	Sell	3,048 -13	-0.4%	-$1.3K	0.07%	262
2025 Q3	$307K	Sell	3,061 -164	-5%	-$16.3K	0.07%	256
2025 Q2	$320K	Buy	+3,225	New	+$316K	0.09%	225
2023 Q4	–	Sell	-2,188	Closed	-$206K	–	230
2023 Q3	$206K	Sell	2,188 -4	-0.2%	-$385	0.12%	208
2023 Q2	$215K	Sell	2,192 -12	-0.5%	-$1.19K	0.12%	201
2023 Q1	$220K	Sell	2,204 -864	-28%	-$85.4K	0.13%	182
2022 Q4	$298K	Sell	3,068 -1,515	-33%	-$147K	0.19%	139
2022 Q3	$442K	Buy	4,583 +4	+0.1%	+$404	0.3%	86
2022 Q2	$466K	Sell	4,579 -95	-2%	-$9.76K	0.3%	81
2022 Q1	$501K	Sell	4,674 -632	-12%	-$69.5K	0.29%	88
2021 Q4	$605K	Buy	+5,306	New	+$607K	0.33%	78

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

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

Silverlake Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.1% in Q2 2026, buying an estimated $8.9K and bringing the position to 2,268 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #360.

Silverlake Wealth Management first reported a position in AGG in Q4 2021 and has held it in 13 quarters since. The position peaked at $605K in Q4 2021. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Silverlake Wealth Management held 2,268 shares of iShares Core US Aggregate Bond ETF worth $224K as of Q2 2026.
Silverlake Wealth Management bought 90 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.9K.
iShares Core US Aggregate Bond ETF made up 0.04% of Silverlake Wealth Management's portfolio in Q2 2026, its #360 holding.
Silverlake Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Silverlake Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $605K in Q4 2021.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.