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TL Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TL Private Wealth’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 		$248K Buy
+2,525
New +$250K 0.09% 42
2024
Q1 		– Sell
-4,168
Closed -$414K – 42
2023
Q4 		$414K Buy
+4,168
New +$397K 0.21% 25
2023
Q1 		– Sell
-16,728
Closed -$1.66M – 44
2022
Q4 		$1.66M Buy
+16,728
New +$1.62M 0.97% 12

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
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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. 797 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.
  • 797 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.