Twin Peaks Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-1,878	Closed	-$186K	–	279
2026 Q1	$186K	Buy	+1,878	New	+$188K	0.05%	195
2025 Q4	–	Sell	-4,079	Closed	-$409K	–	185
2025 Q3	$409K	Buy	4,079 +86	+2%	+$8.53K	0.14%	111
2025 Q2	$395K	Sell	3,993 -329	-8%	-$32.2K	0.13%	108
2025 Q1	$423K	Buy	+4,322	New	+$423K	0.19%	96
2024 Q3	–	Sell	-7,913	Closed	-$768K	–	133
2024 Q2	$768K	Sell	7,913 -3,847	-33%	-$371K	0.38%	53
2024 Q1	$1.15M	Buy	11,760 +4,321	+58%	+$423K	0.64%	39
2023 Q4	$738K	Buy	+7,439	New	+$708K	0.47%	44

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

Twin Peaks Wealth Advisors's AGG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 1,878 shares — an estimated $186K sold.

Twin Peaks Wealth Advisors first reported a position in AGG in Q4 2023 and held it in 7 quarters. The position peaked at $1.15M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,878 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $186K.
Twin Peaks Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 7 quarters.
Twin Peaks Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.15M in Q1 2024.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.