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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WCG Wealth Advisors's AGG Position: Q1 2026 in Review

WCG Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q1 2026, selling an estimated $4.37M and leaving 82,507 shares worth $8.19M. The position accounts for 0.23% of the portfolio, ranked #108.

WCG Wealth Advisors first reported a position in AGG in Q3 2022 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

WCG Wealth Advisors held 82,507 shares of iShares Core US Aggregate Bond ETF worth $8.19M as of Q1 2026.
WCG Wealth Advisors sold 43,682 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $4.37M.
iShares Core US Aggregate Bond ETF made up 0.23% of WCG Wealth Advisors's portfolio in Q1 2026, its #108 holding.
WCG Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 7 quarters since.
WCG Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $12.6M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.