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Wall Capital Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wall Capital 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 		$1.28M Sell
12,927
-4,600
-26% -$455K 1.05% 17
2026
Q1 		$1.74M Buy
17,527
+45
+0.3% +$4.5K 1.86% 10
2025
Q4 		$1.75M Buy
+17,482
New +$1.75M 1.66% 11
2023
Q4 		$4.67M Sell
47,068
-16,539
-26% -$1.57M 5.29% 9
2023
Q3 		$5.93M Sell
63,607
-171,793
-73% -$16.5M 8.43% 4
2023
Q2 		$23M Buy
235,400
+1,648
+0.7% +$163K 24.74% 1
2023
Q1 		$23.3M Buy
233,752
+232,909
+27,629% +$23M 28.37% 1
2022
Q4 		$84K Buy
+843
New +$81.5K 0.12% 19
2022
Q1 		– Sell
-1,484
Closed -$169K – 24
2021
Q4 		$169K Buy
+1,484
New +$170K 0.06% 25
2021
Q3 		– Sell
-1,902
Closed -$219K – 24
2021
Q2 		$219K Buy
1,902
+4
+0.2% +$458 0.07% 24
2021
Q1 		$216K Buy
+1,898
New +$220K 0.08% 22
2020
Q2 		– Sell
-2,056
Closed -$237K – 21
2020
Q1 		$237K Sell
2,056
-684
-25% -$78K 0.13% 24
2019
Q4 		$308K Sell
2,740
-1,443
-34% -$163K 0.14% 21
2019
Q3 		$473K Sell
4,183
-27,992
-87% -$3.15M 0.22% 16
2019
Q2 		$3.58M Sell
32,175
-28,630
-47% -$3.13M 1.79% 5
2019
Q1 		$6.63M Buy
60,805
+58,670
+2,748% +$6.29M 3.54% 4
2018
Q4 		$227K Sell
2,135
-16,037
-88% -$1.68M 0.14% 24
2018
Q3 		$1.92M Buy
18,172
+1,125
+7% +$119K 0.98% 13
2018
Q2 		$1.81M Buy
17,047
+1,050
+7% +$111K 1% 22
2018
Q1 		$1.72M Buy
15,997
+4,100
+34% +$440K 0.99% 20
2017
Q4 		$1.3M Sell
11,897
-6,684
-36% -$731K 0.82% 19
2017
Q3 		$2.04M Buy
18,581
+2,746
+17% +$301K 1.31% 16
2017
Q2 		$1.73M Sell
15,835
-3,793
-19% -$415K 1.17% 16
2017
Q1 		$2.13M Buy
+19,628
New +$2.12M 1.69% 15

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

Wall Capital Group's AGG Position: Q2 2026 in Review

Wall Capital Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q2 2026, selling an estimated $455K and leaving 12,927 shares worth $1.28M. The position accounts for 1.05% of the portfolio, ranked #17.

Wall Capital Group first reported a position in AGG in Q1 2017 and has held it in 24 quarters since. The position peaked at $23.3M in Q1 2023. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wall Capital Group held 12,927 shares of iShares Core US Aggregate Bond ETF worth $1.28M as of Q2 2026.
  • Wall Capital Group sold 4,600 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $455K.
  • iShares Core US Aggregate Bond ETF made up 1.05% of Wall Capital Group's portfolio in Q2 2026, its #17 holding.
  • Wall Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 24 quarters since.
  • Wall Capital Group's iShares Core US Aggregate Bond ETF position peaked at $23.3M in Q1 2023.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.