TRUE Private Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.7M | Buy |
47,441
+2,635
| +6% | +$261K | 0.41% | 45 |
|
|
2026
Q1 | $4.45M | Buy |
+44,806
| New | +$4.48M | 0.42% | 43 |
|
|
2024
Q4 | – | Sell |
-2,423
| Closed | -$245K | – | 226 |
|
|
2024
Q3 | $245K | Sell |
2,423
-4,782
| -66% | -$477K | 0.03% | 189 |
|
|
2024
Q2 | $699K | Sell |
7,205
-1,690
| -19% | -$163K | 0.08% | 124 |
|
|
2024
Q1 | $871K | Sell |
8,895
-4,550
| -34% | -$445K | 0.1% | 105 |
|
|
2023
Q4 | $1.33M | Sell |
13,445
-12,987
| -49% | -$1.24M | 0.17% | 80 |
|
|
2023
Q3 | $2.49M | Sell |
26,432
-315,308
| -92% | -$30.4M | 0.35% | 54 |
|
|
2023
Q2 | $33.5M | Sell |
341,740
-22,437
| -6% | -$2.22M | 4.94% | 6 |
|
|
2023
Q1 | $36.3M | Buy |
364,177
+10,098
| +3% | +$998K | 5.37% | 4 |
|
|
2022
Q4 | $34.3M | Buy |
354,079
+7,135
| +2% | +$690K | 5.29% | 5 |
|
|
2022
Q3 | $33.4M | Buy |
+346,944
| New | +$35.1M | 5.06% | 4 |
|
|
2022
Q1 | – | Sell |
-13,126
| Closed | -$1.5M | – | 241 |
|
|
2021
Q4 | $1.5M | Buy |
13,126
+1,019
| +8% | +$117K | 0.21% | 73 |
|
|
2021
Q3 | $1.39M | Sell |
12,107
-377
| -3% | -$43.7K | 0.2% | 74 |
|
|
2021
Q2 | $1.44M | Sell |
12,484
-3,804
| -23% | -$436K | 0.21% | 72 |
|
|
2021
Q1 | $1.85M | Buy |
16,288
+8,124
| +100% | +$941K | 0.3% | 56 |
|
|
2020
Q4 | $965K | Sell |
8,164
-26,248
| -76% | -$3.09M | 0.16% | 80 |
|
|
2020
Q3 | $4.06M | Buy |
34,412
+59
| +0.2% | +$7K | 0.69% | 19 |
|
|
2020
Q2 | $4.06M | Buy |
34,353
+553
| +2% | +$64.7K | 0.74% | 23 |
|
|
2020
Q1 | $3.9M | Sell |
33,800
-2,331
| -6% | -$266K | 0.83% | 22 |
|
|
2019
Q4 | $4.06M | Buy |
36,131
+1,403
| +4% | +$158K | 0.62% | 22 |
|
|
2019
Q3 | $3.93M | Buy |
34,728
+676
| +2% | +$76K | 0.68% | 22 |
|
|
2019
Q2 | $3.79M | Buy |
34,052
+6,842
| +25% | +$748K | 0.65% | 22 |
|
|
2019
Q1 | $2.97M | Buy |
27,210
+599
| +2% | +$64.2K | 0.57% | 25 |
|
|
2018
Q4 | $2.83M | Buy |
26,611
+6,751
| +34% | +$708K | 0.5% | 37 |
|
|
2018
Q3 | $2.1M | Sell |
19,860
-3,653
| -16% | -$387K | 0.29% | 63 |
|
|
2018
Q2 | $2.5M | Sell |
23,513
-8,706
| -27% | -$923K | 0.39% | 48 |
|
|
2018
Q1 | $3.46M | Sell |
32,219
-144,826
| -82% | -$15.5M | 0.59% | 37 |
|
|
2017
Q4 | $19.4M | Buy |
177,045
+4,905
| +3% | +$536K | 3.35% | 9 |
|
|
2017
Q3 | $18.9M | Sell |
172,140
-42,039
| -20% | -$4.61M | 4.25% | 8 |
|
|
2017
Q2 | $23.5M | Sell |
214,179
-9,564
| -4% | -$1.05M | 5.44% | 3 |
|
|
2017
Q1 | $24.3M | Buy |
223,743
+17,407
| +8% | +$1.88M | 5.55% | 5 |
|
|
2016
Q4 | $22.3M | Buy |
206,336
+47,693
| +30% | +$5.23M | 5.44% | 5 |
|
|
2016
Q3 | $17.7M | Buy |
158,643
+1,293
| +0.8% | +$145K | 5.67% | 4 |
|
|
2016
Q2 | $17.7M | Sell |
157,350
-53,874
| -26% | -$5.98M | 5.93% | 3 |
|
|
2016
Q1 | $23.4M | Buy |
211,224
+2,745
| +1% | +$300K | 9.1% | 1 |
|
|
2015
Q4 | $22.5M | Buy |
+208,479
| New | +$22.7M | 9.91% | 1 |
|
Other funds holding AGG
TRUE Private Wealth Advisors's AGG Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.9% in Q2 2026, buying an estimated $261K and bringing the position to 47,441 shares worth $4.7M. The position accounts for 0.41% of the portfolio, ranked #45.
TRUE Private Wealth Advisors first reported a position in AGG in Q4 2015 and has held it in 36 quarters since. The position peaked at $36.3M in Q1 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- TRUE Private Wealth Advisors held 47,441 shares of iShares Core US Aggregate Bond ETF worth $4.7M as of Q2 2026.
- TRUE Private Wealth Advisors bought 2,635 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $261K.
- iShares Core US Aggregate Bond ETF made up 0.41% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #45 holding.
- TRUE Private Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 36 quarters since.
- TRUE Private Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $36.3M in Q1 2023.
- 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.