TWD
AGG icon

True Wealth Design’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

True Wealth Design’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
Q1 		$8.84K Sell
89
-521
-85% -$52.1K ﹤0.01% 1011
2025
Q4 		$60.9K Buy
+610
New +$61.2K 0.02% 286
2023
Q4 		– Sell
-142
Closed -$13.4K – 780
2023
Q3 		$13.4K Buy
+142
New +$13.7K ﹤0.01% 194
2023
Q1 		– Sell
-439
Closed -$42.6K – 861
2022
Q4 		$42.6K Buy
+439
New +$42.5K 0.02% 153

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return