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Trueblood Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Trueblood 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 		$288K Buy
2,905
+372
+15% +$36.8K 0.1% 213
2026
Q1 		$251K Buy
2,533
+424
+20% +$42.4K 0.1% 226
2025
Q4 		$211K Buy
2,109
+87
+4% +$8.73K 0.08% 242
2025
Q3 		$203K Buy
+2,022
New +$201K 0.08% 249

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

Trueblood Wealth Management's AGG Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, buying an estimated $36.8K and bringing the position to 2,905 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #213.

Trueblood Wealth Management first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Trueblood Wealth Management held 2,905 shares of iShares Core US Aggregate Bond ETF worth $288K as of Q2 2026.
  • Trueblood Wealth Management bought 372 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $36.8K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Trueblood Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.