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

Tandem 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 		$23.3M Sell
235,324
-108,600
-32% -$10.7M 9.27% 4
2026
Q1 		$34.1M Sell
343,924
-24,422
-7% -$2.44M 15.22% 1
2025
Q4 		$42.7M Sell
368,346
-33,995
-8% -$3.41M 19.16% 1
2025
Q3 		$40.3M Buy
402,341
+28,056
+7% +$2.78M 19.18% 1
2025
Q2 		$37.1M Sell
374,285
-21,433
-5% -$2.1M 18.36% 1
2025
Q1 		$39.1M Buy
395,718
+1,174
+0.3% +$115K 20.47% 1
2024
Q4 		$38.2M Buy
394,544
+29,609
+8% +$2.92M 19.51% 1
2024
Q3 		$37M Buy
364,935
+3,135
+0.9% +$313K 18.73% 1
2024
Q2 		$35.1M Buy
361,800
+8,430
+2% +$814K 18.82% 1
2024
Q1 		$34.4M Buy
353,370
+8,978
+3% +$879K 18.93% 1
2023
Q4 		$34.2M Buy
344,392
+18,683
+6% +$1.78M 19.71% 1
2023
Q3 		$30.6M Buy
325,709
+13,853
+4% +$1.33M 18.71% 1
2023
Q2 		$30.5M Buy
311,856
+149
+0% +$14.7K 18.47% 1
2023
Q1 		$31.1M Buy
311,707
+58
+0% +$5.73K 19.33% 1
2022
Q4 		$30.2M Buy
+311,649
New +$30.1M 19.2% 1

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

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

Tandem Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 32% in Q2 2026, selling an estimated $10.7M and leaving 235,324 shares worth $23.3M. The position accounts for 9.27% of the portfolio, ranked #4.

Tandem Wealth Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.7M in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tandem Wealth Advisors held 235,324 shares of iShares Core US Aggregate Bond ETF worth $23.3M as of Q2 2026.
  • Tandem Wealth Advisors sold 108,600 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $10.7M.
  • iShares Core US Aggregate Bond ETF made up 9.27% of Tandem Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Tandem Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Tandem Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $42.7M in Q4 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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