TL Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
TL Private Wealth's AGG Position: Q2 2026 in Review
TL Private Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,525 shares worth $248K. The stake represents 0.09% of the portfolio and ranks #42 among its holdings. This is a return to the name: TL Private Wealth previously reported a position in AGG as recently as Q4 2023.
TL Private Wealth first reported a position in AGG in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2022. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- TL Private Wealth held 2,525 shares of iShares Core US Aggregate Bond ETF worth $248K as of Q2 2026.
- iShares Core US Aggregate Bond ETF was a new TL Private Wealth position in Q2 2026.
- iShares Core US Aggregate Bond ETF made up 0.09% of TL Private Wealth's portfolio in Q2 2026, its #42 holding.
- TL Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
- TL Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.66M in Q4 2022.
- 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.