TMWM
AGG icon

Taylor & Morgan Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Taylor & Morgan 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 		$235K Buy
2,379
+19
+0.8% +$1.88K 0.12% 76
2026
Q1 		$234K Sell
2,360
-22
-0.9% -$2.2K 0.13% 69
2025
Q4 		$238K Buy
+2,382
New +$239K 0.13% 73
2025
Q1 		– Sell
-2,179
Closed -$211K – 67
2024
Q4 		$211K Buy
2,179
+25
+1% +$2.46K 0.15% 67
2024
Q3 		$218K Sell
2,154
-61
-3% -$6.09K 0.15% 67
2024
Q2 		$215K Buy
2,215
+19
+0.9% +$1.83K 0.15% 60
2024
Q1 		$215K Sell
2,196
-38
-2% -$3.72K 0.16% 63
2023
Q4 		$222K Buy
2,234
+23
+1% +$2.19K 0.18% 58
2023
Q3 		$208K Sell
2,211
-15
-0.7% -$1.45K 0.19% 53
2023
Q2 		$218K Buy
2,226
+16
+0.7% +$1.58K 0.18% 55
2023
Q1 		$220K Buy
2,210
+5
+0.2% +$494 0.19% 59
2022
Q4 		$214K Sell
2,205
-617
-22% -$59.7K 0.2% 58
2022
Q3 		$272K Buy
2,822
+237
+9% +$24K 0.27% 53
2022
Q2 		$263K Sell
2,585
-2,860
-53% -$294K 0.25% 56
2022
Q1 		$583K Sell
5,445
-2,145
-28% -$236K 0.48% 42
2021
Q4 		$866K Buy
+7,590
New +$868K 0.7% 34

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

Taylor & Morgan Wealth Management's AGG Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.81% in Q2 2026, buying an estimated $1.88K and bringing the position to 2,379 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #76.

Taylor & Morgan Wealth Management first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $866K in Q4 2021. 1,002 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Taylor & Morgan Wealth Management held 2,379 shares of iShares Core US Aggregate Bond ETF worth $235K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 19 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.88K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Taylor & Morgan Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $866K in Q4 2021.
  • 1,002 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.