MW ADVISORY, LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MW ADVISORY, LLC’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	$2.09M	Buy	+21,153	New	+$2.09M	0.84%	21

Other funds holding AGG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MW ADVISORY, LLC's AGG Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 21,153 shares worth $2.09M. The stake represents 0.84% of the portfolio and ranks #21 among its holdings.

1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

MW ADVISORY, LLC held 21,153 shares of iShares Core US Aggregate Bond ETF worth $2.09M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new MW ADVISORY, LLC position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.84% of MW ADVISORY, LLC's portfolio in Q2 2026, its #21 holding.
1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.