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

SteelPeak 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 		$5.47M Buy
55,226
+13,471
+32% +$1.33M 0.14% 120
2026
Q1 		$4.15M Sell
41,755
-8,997
-18% -$900K 0.13% 122
2025
Q4 		$5.07M Buy
50,752
+21,358
+73% +$2.14M 0.17% 102
2025
Q3 		$2.95M Buy
29,394
+25,186
+599% +$2.5M 0.1% 163
2025
Q2 		$417K Buy
4,208
+198
+5% +$19.4K 0.02% 375
2025
Q1 		$397K Sell
4,010
-75,862
-95% -$7.42M 0.02% 379
2024
Q4 		$7.74M Buy
79,872
+67,190
+530% +$6.62M 0.31% 69
2024
Q3 		$1.28M Sell
12,682
-182
-1% -$18.2K 0.06% 206
2024
Q2 		$1.25M Buy
12,864
+662
+5% +$63.9K 0.06% 204
2024
Q1 		$1.2M Sell
12,202
-41,534
-77% -$4.06M 0.06% 204
2023
Q4 		$5.33M Buy
53,736
+40,262
+299% +$3.83M 0.31% 78
2023
Q3 		$1.27M Buy
13,474
+1,512
+13% +$146K 0.08% 169
2023
Q2 		$1.17M Buy
11,962
+148
+1% +$14.6K 0.07% 169
2023
Q1 		$1.18M Sell
11,814
-87,325
-88% -$8.63M 0.08% 158
2022
Q4 		$9.62M Buy
99,139
+85,323
+618% +$8.25M 0.71% 36
2022
Q3 		$1.33M Sell
13,816
-11
-0.1% -$1.11K 0.1% 144
2022
Q2 		$1.41M Sell
13,827
-2,353
-15% -$242K 0.1% 143
2022
Q1 		$1.73M Sell
16,180
-10,596
-40% -$1.17M 0.1% 132
2021
Q4 		$3.06M Sell
26,776
-1,981
-7% -$227K 0.17% 98
2021
Q3 		$3.3M Sell
28,757
-7,066
-20% -$819K 0.22% 84
2021
Q2 		$4.13M Buy
35,823
+1,404
+4% +$161K 0.29% 77
2021
Q1 		$3.92M Sell
34,419
-5,147
-13% -$596K 0.31% 75
2020
Q4 		$4.68M Buy
39,566
+2,805
+8% +$330K 0.42% 61
2020
Q3 		$4.34M Buy
36,761
+6,239
+20% +$740K 0.47% 57
2020
Q2 		$3.61M Buy
30,522
+28,229
+1,231% +$3.3M 0.45% 56
2020
Q1 		$265K Sell
2,293
-3,245
-59% -$370K 0.04% 182
2019
Q4 		$622K Buy
+5,538
New +$624K 0.09% 163

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SteelPeak Wealth's AGG Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 32% in Q2 2026, buying an estimated $1.33M and bringing the position to 55,226 shares worth $5.47M. The position accounts for 0.14% of the portfolio, ranked #120.

SteelPeak Wealth first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.62M in Q4 2022. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • SteelPeak Wealth held 55,226 shares of iShares Core US Aggregate Bond ETF worth $5.47M as of Q2 2026.
  • SteelPeak Wealth bought 13,471 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Core US Aggregate Bond ETF made up 0.14% of SteelPeak Wealth's portfolio in Q2 2026, its #120 holding.
  • SteelPeak Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares Core US Aggregate Bond ETF position peaked at $9.62M in Q4 2022.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.