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Tempus Wealth Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tempus Wealth Planning’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 		$318K Hold
3,212
– – 0.06% 225
2026
Q1 		$319K Buy
3,212
+52
+2% +$5.2K 0.07% 215
2025
Q4 		$316K Sell
3,160
-115
-4% -$11.5K 0.07% 210
2025
Q3 		$328K Sell
3,275
-238
-7% -$23.6K 0.08% 214
2025
Q2 		$348K Sell
3,513
-317
-8% -$31.1K 0.09% 193
2025
Q1 		$379K Buy
3,830
+110
+3% +$10.8K 0.11% 179
2024
Q4 		$360K Sell
3,720
-325
-8% -$32K 0.11% 172
2024
Q3 		$410K Sell
4,045
-72
-2% -$7.18K 0.15% 142
2024
Q2 		$400K Sell
4,117
-279
-6% -$26.9K 0.17% 128
2024
Q1 		$431K Sell
4,396
-91
-2% -$8.91K 0.19% 125
2023
Q4 		$445K Sell
4,487
-409
-8% -$38.9K 0.2% 108
2023
Q3 		$460K Sell
4,896
-208
-4% -$20K 0.23% 92
2023
Q2 		$500K Buy
5,104
+51
+1% +$5.04K 0.23% 105
2023
Q1 		$503K Sell
5,053
-34
-0.7% -$3.36K 0.25% 96
2022
Q4 		$493K Buy
5,087
+111
+2% +$10.7K 0.3% 96
2022
Q3 		$479K Buy
4,976
+555
+13% +$56.1K 0.32% 85
2022
Q2 		$450K Buy
4,421
+621
+16% +$63.8K 0.37% 77
2022
Q1 		$407K Buy
3,800
+35
+0.9% +$3.85K 0.29% 89
2021
Q4 		$430K Buy
3,765
+229
+6% +$26.2K 0.23% 104
2021
Q3 		$406K Sell
3,536
-20
-0.6% -$2.32K 0.23% 107
2021
Q2 		$410K Buy
+3,556
New +$407K 0.27% 105

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

Tempus Wealth Planning's AGG Position: Q2 2026 in Review

Tempus Wealth Planning held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,212 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #225.

Tempus Wealth Planning first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $503K in Q1 2023. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tempus Wealth Planning held 3,212 shares of iShares Core US Aggregate Bond ETF worth $318K as of Q2 2026.
  • Tempus Wealth Planning left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #225 holding.
  • Tempus Wealth Planning first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's iShares Core US Aggregate Bond ETF position peaked at $503K in Q1 2023.
  • 2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.