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Wealth Alliance Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Alliance Advisory 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 		$2.38M Sell
24,085
-397
-2% -$39.3K 0.34% 55
2026
Q1 		$2.43M Buy
24,482
+5,332
+28% +$533K 0.38% 54
2025
Q4 		$1.91M Buy
19,150
+2,502
+15% +$251K 0.33% 55
2025
Q3 		$1.67M Buy
16,648
+1,819
+12% +$180K 0.3% 57
2025
Q2 		$1.47M Sell
14,829
-183
-1% -$17.9K 0.28% 65
2025
Q1 		$1.48M Buy
15,012
+271
+2% +$26.5K 0.31% 62
2024
Q4 		$1.43M Buy
14,741
+2,928
+25% +$288K 0.3% 60
2024
Q3 		$1.2M Buy
11,813
+3,283
+38% +$328K 0.25% 67
2024
Q2 		$828K Buy
8,530
+5,832
+216% +$563K 0.19% 80
2024
Q1 		$264K Buy
+2,698
New +$264K 0.06% 154
2021
Q1 		– Sell
-1,942
Closed -$230K – 155
2020
Q4 		$230K Sell
1,942
-71
-4% -$8.36K 0.12% 130
2020
Q3 		$238K Buy
+2,013
New +$239K 0.14% 103
2019
Q1 		– Sell
-2,959
Closed -$315K – 128
2018
Q4 		$315K Sell
2,959
-123,873
-98% -$13M 0.24% 76
2018
Q3 		$13.4M Buy
126,832
+5,074
+4% +$538K 6.85% 1
2018
Q2 		$12.9M Sell
121,758
-537
-0.4% -$56.9K 7.1% 1
2018
Q1 		$13.1M Buy
122,295
+77,901
+175% +$8.36M 7.64% 1
2017
Q4 		$4.85M Buy
+44,394
New +$4.85M 4.36% 4

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Alliance Advisory Group's AGG Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q2 2026, selling an estimated $39.3K and leaving 24,085 shares worth $2.38M. The position accounts for 0.34% of the portfolio, ranked #55.

Wealth Alliance Advisory Group first reported a position in AGG in Q4 2017 and has held it in 17 quarters since. The position peaked at $13.4M in Q3 2018. 1,041 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wealth Alliance Advisory Group held 24,085 shares of iShares Core US Aggregate Bond ETF worth $2.38M as of Q2 2026.
  • Wealth Alliance Advisory Group sold 397 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39.3K.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #55 holding.
  • Wealth Alliance Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 17 quarters since.
  • Wealth Alliance Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $13.4M in Q3 2018.
  • 1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.