TPWM
AGG icon

Torrey-Payne Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Torrey-Payne 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 		$396K Hold
4,000
– – 0.33% 26
2026
Q1 		$397K Hold
4,000
– – 0.36% 25
2025
Q4 		$401K Buy
+4,000
New +$401K 0.36% 26

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

Torrey-Payne Wealth Management's AGG Position: Q2 2026 in Review

Torrey-Payne Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 4,000 shares worth $396K. The position accounts for 0.33% of the portfolio, ranked #26.

Torrey-Payne Wealth Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Torrey-Payne Wealth Management held 4,000 shares of iShares Core US Aggregate Bond ETF worth $396K as of Q2 2026.
  • Torrey-Payne Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.33% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Torrey-Payne Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Torrey-Payne Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $401K in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.