Tyche Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tyche Wealth Partners’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	$303K	Buy	3,061 +485	+19%	+$48K	0.04%	262
2026 Q1	$256K	Buy	+2,576	New	+$258K	0.04%	300
2025 Q4	–	Sell	-2,026	Closed	-$203K	–	337
2025 Q3	$203K	Buy	+2,026	New	+$201K	0.04%	296
2024 Q1	–	Sell	-2,980	Closed	-$296K	–	282
2023 Q4	$296K	Buy	+2,980	New	+$284K	0.07%	218

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

Tyche Wealth Partners's AGG Position: Q2 2026 in Review

Tyche Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 19% in Q2 2026, buying an estimated $48K and bringing the position to 3,061 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #262.

Tyche Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 4 quarters since. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Tyche Wealth Partners held 3,061 shares of iShares Core US Aggregate Bond ETF worth $303K as of Q2 2026.
Tyche Wealth Partners bought 485 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $48K.
iShares Core US Aggregate Bond ETF made up 0.04% of Tyche Wealth Partners's portfolio in Q2 2026, its #262 holding.
Tyche Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.