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
Q2 		$8.81K Hold
89
– – ﹤0.01% 1110
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 $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

True Wealth Design's AGG Position: Q2 2026 in Review

True Wealth Design held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 89 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

True Wealth Design first reported a position in AGG in Q4 2022 and has held it in 5 quarters since. The position peaked at $60.9K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • True Wealth Design held 89 shares of iShares Core US Aggregate Bond ETF worth $8.81K as of Q2 2026.
  • True Wealth Design left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1110 holding.
  • True Wealth Design first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • True Wealth Design's iShares Core US Aggregate Bond ETF position peaked at $60.9K in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.