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U.S. Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

U.S. Wealth Group’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 		$12.4M Buy
125,476
+27,848
+29% +$2.76M 7.44% 2
2026
Q1 		$9.69M Sell
97,628
-2,857
-3% -$286K 6.55% 2
2025
Q4 		$10M Sell
100,485
-1,552
-2% -$156K 6.61% 3
2025
Q3 		$10.2M Buy
102,037
+28,079
+38% +$2.79M 6.68% 2
2025
Q2 		$7.34M Sell
73,958
-6,485
-8% -$635K 5.72% 4
2025
Q1 		$7.96M Sell
80,443
-2,174
-3% -$213K 6.31% 4
2024
Q4 		$8.01M Buy
+82,617
New +$8.14M 6.05% 2

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

U.S. Wealth Group's AGG Position: Q2 2026 in Review

U.S. Wealth Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, buying an estimated $2.76M and bringing the position to 125,476 shares worth $12.4M. The position accounts for 7.44% of the portfolio, ranked #2.

U.S. Wealth Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • U.S. Wealth Group held 125,476 shares of iShares Core US Aggregate Bond ETF worth $12.4M as of Q2 2026.
  • U.S. Wealth Group bought 27,848 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.76M.
  • iShares Core US Aggregate Bond ETF made up 7.44% of U.S. Wealth Group's portfolio in Q2 2026, its #2 holding.
  • U.S. Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.