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

Strategies Wealth Advisors’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 		$1.08M Sell
10,863
-661
-6% -$65.4K 0.1% 81
2026
Q1 		$1.14M Buy
11,524
+6,929
+151% +$693K 0.11% 60
2025
Q4 		$459K Sell
4,595
-1,002
-18% -$101K 0.05% 105
2025
Q3 		$561K Sell
5,597
-1,505
-21% -$149K 0.06% 99
2025
Q2 		$705K Buy
7,102
+2,211
+45% +$217K 0.08% 78
2025
Q1 		$484K Sell
4,891
-481
-9% -$47K 0.06% 93
2024
Q4 		$524K Sell
5,372
-1,914
-26% -$189K 0.07% 80
2024
Q3 		$738K Buy
7,286
+1,434
+25% +$143K 0.1% 54
2024
Q2 		$568K Sell
5,852
-441
-7% -$42.6K 0.08% 55
2024
Q1 		$616K Sell
6,293
-201
-3% -$19.7K 0.09% 55
2023
Q4 		$645K Sell
6,494
-330
-5% -$31.4K 0.11% 50
2023
Q3 		$642K Sell
6,824
-1,872
-22% -$180K 0.13% 48
2023
Q2 		$852K Buy
8,696
+1,626
+23% +$161K 0.17% 44
2023
Q1 		$704K Sell
7,070
-1,732
-20% -$171K 0.16% 44
2022
Q4 		$854K Buy
+8,802
New +$851K 0.21% 43
2022
Q2 		$980K Buy
9,638
+3,353
+53% +$345K 0.28% 42
2022
Q1 		$673K Sell
6,285
-1,253
-17% -$138K 0.18% 48
2021
Q4 		$860K Buy
+7,538
New +$862K 0.24% 43

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

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

Strategies Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.7% in Q2 2026, selling an estimated $65.4K and leaving 10,863 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #81.

Strategies Wealth Advisors first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Strategies Wealth Advisors held 10,863 shares of iShares Core US Aggregate Bond ETF worth $1.08M as of Q2 2026.
  • Strategies Wealth Advisors sold 661 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $65.4K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Strategies Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.14M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.