Strategic Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.1M | Sell |
21,231
-3,302
| -13% | -$327K | 0.13% | 106 |
|
|
2026
Q1 | $2.44M | Buy |
24,533
+12,270
| +100% | +$1.23M | 0.17% | 95 |
|
|
2025
Q4 | $1.22M | Sell |
12,263
-1,286
| -9% | -$129K | 0.08% | 139 |
|
|
2025
Q3 | $1.36M | Buy |
13,549
+1,212
| +10% | +$120K | 0.1% | 136 |
|
|
2025
Q2 | $1.22M | Buy |
+12,337
| New | +$1.21M | 0.1% | 137 |
|
|
2024
Q4 | $822K | Buy |
8,449
+2,896
| +52% | +$285K | 0.07% | 161 |
|
|
2024
Q3 | $562K | Sell |
5,553
-4,760
| -46% | -$475K | 0.05% | 193 |
|
|
2024
Q2 | $1M | Buy |
10,313
+4,006
| +64% | +$387K | 0.1% | 139 |
|
|
2024
Q1 | $618K | Buy |
6,307
+1,751
| +38% | +$171K | 0.07% | 174 |
|
|
2023
Q4 | $452K | Buy |
4,556
+768
| +20% | +$73.1K | 0.06% | 197 |
|
|
2023
Q3 | $356K | Sell |
3,788
-828
| -18% | -$79.7K | 0.05% | 231 |
|
|
2023
Q2 | $452K | Sell |
4,616
-8,885
| -66% | -$878K | 0.06% | 213 |
|
|
2023
Q1 | $1.35M | Buy |
13,501
+5,261
| +64% | +$520K | 0.21% | 115 |
|
|
2022
Q4 | $799K | Sell |
8,240
-483
| -6% | -$46.7K | 0.15% | 139 |
|
|
2022
Q3 | $840K | Buy |
8,723
+2,826
| +48% | +$286K | 0.18% | 137 |
|
|
2022
Q2 | $600K | Buy |
5,897
+896
| +18% | +$92.1K | 0.13% | 150 |
|
|
2022
Q1 | $536K | Sell |
5,001
-5,699
| -53% | -$627K | 0.1% | 173 |
|
|
2021
Q4 | $1.22M | Buy |
10,700
+1,426
| +15% | +$163K | 0.23% | 125 |
|
|
2021
Q3 | $1.06M | Sell |
9,274
-3,401
| -27% | -$394K | 0.31% | 94 |
|
|
2021
Q2 | $1.46M | Buy |
12,675
+4,348
| +52% | +$498K | 0.48% | 49 |
|
|
2021
Q1 | $948K | Sell |
8,327
-27
| -0.3% | -$3.13K | 0.38% | 67 |
|
|
2020
Q4 | $987K | Buy |
8,354
+296
| +4% | +$34.9K | 0.41% | 67 |
|
|
2020
Q3 | $951K | Buy |
8,058
+37
| +0.5% | +$4.39K | 0.48% | 60 |
|
|
2020
Q2 | $948K | Sell |
8,021
-9,762
| -55% | -$1.14M | 0.49% | 61 |
|
|
2020
Q1 | $2M | Hold |
17,783
| – | – | 1.04% | 21 |
|
|
2019
Q4 | $2M | Buy |
17,783
+1,746
| +11% | +$197K | 1.04% | 21 |
|
|
2019
Q3 | $3.29K | Buy |
16,037
+13,463
| +523% | +$1.51M | 0.02% | 193 |
|
|
2019
Q2 | $286K | Sell |
2,574
-701
| -21% | -$76.7K | 0.14% | 114 |
|
|
2019
Q1 | $355K | Sell |
3,275
-17
| -0.5% | -$1.82K | 0.16% | 119 |
|
|
2018
Q4 | $403K | Sell |
3,292
-565
| -15% | -$59.3K | 0.2% | 102 |
|
|
2018
Q3 | $407K | Sell |
3,857
-100
| -3% | -$10.6K | 0.22% | 101 |
|
|
2018
Q2 | $421K | Sell |
3,957
-2,600
| -40% | -$276K | 0.24% | 102 |
|
|
2018
Q1 | $703K | Sell |
6,557
-5,185
| -44% | -$557K | 0.36% | 98 |
|
|
2017
Q4 | $1.28M | Buy |
+11,742
| New | +$1.28M | 0.71% | 39 |
|
Other funds holding AGG
Strategic Wealth Partners's AGG Position: Q2 2026 in Review
Strategic Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $327K and leaving 21,231 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #106.
Strategic Wealth Partners first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.44M in Q1 2026. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Strategic Wealth Partners held 21,231 shares of iShares Core US Aggregate Bond ETF worth $2.1M as of Q2 2026.
- Strategic Wealth Partners sold 3,302 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $327K.
- iShares Core US Aggregate Bond ETF made up 0.13% of Strategic Wealth Partners's portfolio in Q2 2026, its #106 holding.
- Strategic Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Strategic Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $2.44M in Q1 2026.
- 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.