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

TSA 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	$459K	Buy	4,641 +47	+1%	+$4.65K	0.13%	70
2026 Q1	$456K	Sell	4,594 -25	-0.5%	-$2.5K	0.15%	62
2025 Q4	$461K	Buy	4,619 +6	+0.1%	+$602	0.15%	59
2025 Q3	$462K	Sell	4,613 -737	-14%	-$73.1K	0.16%	56
2025 Q2	$531K	Sell	5,350 -380	-7%	-$37.2K	0.19%	53
2025 Q1	$567K	Sell	5,730 -4,588	-44%	-$449K	0.23%	46
2024 Q4	$1,000K	Sell	10,318 -5,503	-35%	-$542K	0.41%	33
2024 Q3	$1.6M	Buy	15,821 +713	+5%	+$71.1K	0.65%	26
2024 Q2	$1.47M	Sell	15,108 -3,654	-19%	-$353K	0.62%	28
2024 Q1	$1.84M	Buy	18,762 +5,176	+38%	+$507K	0.8%	25
2023 Q4	$1.35M	Buy	+13,586	New	+$1.29M	0.63%	27

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TSA Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $4.65K and bringing the position to 4,641 shares worth $459K. The position accounts for 0.13% of the portfolio, ranked #70.

TSA Wealth Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

TSA Wealth Management held 4,641 shares of iShares Core US Aggregate Bond ETF worth $459K as of Q2 2026.
TSA Wealth Management bought 47 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.65K.
iShares Core US Aggregate Bond ETF made up 0.13% of TSA Wealth Management's portfolio in Q2 2026, its #70 holding.
TSA Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.84M in Q1 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.