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

WCG 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	$8.99M	Buy	90,811 +8,304	+10%	+$822K	0.21%	109
2026 Q1	$8.19M	Sell	82,507 -43,682	-35%	-$4.37M	0.23%	108
2025 Q4	$12.6M	Buy	126,189 +57,326	+83%	+$5.75M	0.35%	74
2025 Q3	$6.9M	Buy	68,863 +10,905	+19%	+$1.08M	0.43%	68
2025 Q2	$5.75M	Buy	+57,958	New	+$5.68M	0.37%	79
2024 Q4	–	Sell	-19,812	Closed	-$2.01M	–	294
2024 Q3	$2.01M	Buy	+19,812	New	+$1.98M	0.14%	157
2024 Q1	–	Sell	-10,325	Closed	-$1.02M	–	257
2023 Q4	$1.02M	Buy	+10,325	New	+$983K	0.08%	204
2022 Q4	–	Sell	-3,037	Closed	-$298K	–	156
2022 Q3	$298K	Buy	+3,037	New	+$307K	0.04%	225

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 22.9% 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

WCG Wealth Advisors's AGG Position: Q2 2026 in Review

WCG Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q2 2026, buying an estimated $822K and bringing the position to 90,811 shares worth $8.99M. The position accounts for 0.21% of the portfolio, ranked #109.

WCG Wealth Advisors first reported a position in AGG in Q3 2022 and has held it in 8 quarters since. The position peaked at $12.6M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WCG Wealth Advisors held 90,811 shares of iShares Core US Aggregate Bond ETF worth $8.99M as of Q2 2026.
WCG Wealth Advisors bought 8,304 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $822K.
iShares Core US Aggregate Bond ETF made up 0.21% of WCG Wealth Advisors's portfolio in Q2 2026, its #109 holding.
WCG Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 8 quarters since.
WCG Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $12.6M in Q4 2025.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.