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

Tanager 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 		$22.5M Sell
227,275
-25,294
-10% -$2.5M 1.96% 15
2026
Q1 		$25.1M Sell
252,569
-22,634
-8% -$2.26M 2.43% 13
2025
Q4 		$27.5M Buy
275,203
+8,027
+3% +$805K 2.74% 11
2025
Q3 		$26.8M Sell
267,176
-18,840
-7% -$1.87M 2.81% 10
2025
Q2 		$28.4M Sell
286,016
-59,034
-17% -$5.78M 3.35% 7
2025
Q1 		$34.1M Sell
345,050
-1,158
-0.3% -$113K 4.44% 7
2024
Q4 		$33.5M Buy
346,208
+178,347
+106% +$17.6M 4.35% 7
2024
Q3 		$17M Buy
167,861
+20,469
+14% +$2.04M 2.29% 15
2024
Q2 		$14.3M Buy
147,392
+10,820
+8% +$1.04M 2.13% 15
2024
Q1 		$13.4M Sell
136,572
-3,094
-2% -$303K 2.16% 15
2023
Q4 		$13.9M Sell
139,666
-52,605
-27% -$5.01M 2.52% 14
2023
Q3 		$18.1M Buy
192,271
+92,535
+93% +$8.91M 3.75% 5
2023
Q2 		$9.77M Buy
99,736
+5,233
+6% +$517K 2.11% 15
2023
Q1 		$9.42M Buy
94,503
+9,870
+12% +$975K 2.23% 14
2022
Q4 		$8.21M Buy
84,633
+67,653
+398% +$6.54M 2.21% 15
2022
Q3 		$1.64M Sell
16,980
-4,590
-21% -$464K 1.3% 15
2022
Q2 		$2.19M Buy
21,570
+9,129
+73% +$938K 1.81% 14
2022
Q1 		$1.33M Sell
12,441
-15,810
-56% -$1.74M 1% 12
2021
Q4 		$3.22M Buy
+28,251
New +$3.23M 2.43% 10

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

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

Tanager Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q2 2026, selling an estimated $2.5M and leaving 227,275 shares worth $22.5M. The position accounts for 1.96% of the portfolio, ranked #15.

Tanager Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.1M in Q1 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tanager Wealth Management held 227,275 shares of iShares Core US Aggregate Bond ETF worth $22.5M as of Q2 2026.
  • Tanager Wealth Management sold 25,294 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.5M.
  • iShares Core US Aggregate Bond ETF made up 1.96% of Tanager Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Tanager Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $34.1M in Q1 2025.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.