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

Wealth Architects’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 		$205K Buy
2,072
+12
+0.6% +$1.19K 0.02% 238
2026
Q1 		$205K Sell
2,060
-392
-16% -$39.2K 0.02% 234
2025
Q4 		$245K Buy
2,452
+410
+20% +$41.1K 0.02% 201
2025
Q3 		$205K Buy
+2,042
New +$203K 0.02% 227
2022
Q3 		– Sell
-2,358
Closed -$240K – 174
2022
Q2 		$240K Hold
2,358
– – 0.05% 150
2022
Q1 		$253K Sell
2,358
-666
-22% -$73.3K 0.04% 166
2021
Q4 		$345K Buy
3,024
+307
+11% +$35.1K 0.06% 144
2021
Q3 		$312K Sell
2,717
-994
-27% -$115K 0.06% 136
2021
Q2 		$428K Buy
3,711
+994
+37% +$114K 0.08% 105
2021
Q1 		$309K Buy
2,717
+763
+39% +$88.4K 0.07% 116
2020
Q4 		$231K Hold
1,954
– – 0.05% 138
2020
Q3 		$231K Buy
+1,954
New +$232K 0.06% 130
2020
Q1 		– Sell
-2,092
Closed -$235K – 128
2019
Q4 		$235K Sell
2,092
-930
-31% -$105K 0.07% 117
2019
Q3 		$342K Buy
+3,022
New +$340K 0.1% 89
2018
Q1 		– Sell
-2,043
Closed -$223K – 127
2017
Q4 		$223K Sell
2,043
-473
-19% -$51.7K 0.07% 120
2017
Q3 		$276K Sell
2,516
-468
-16% -$51.4K 0.1% 101
2017
Q2 		$326K Sell
2,984
-455
-13% -$49.7K 0.12% 85
2017
Q1 		$373K Sell
3,439
-472
-12% -$51.1K 0.15% 74
2016
Q4 		$423K Sell
3,911
-891
-19% -$97.6K 0.19% 65
2016
Q3 		$539K Hold
4,802
– – 0.25% 56
2016
Q2 		$540K Sell
4,802
-441
-8% -$49K 0.26% 56
2016
Q1 		$581K Sell
5,243
-447
-8% -$48.9K 0.29% 48
2015
Q4 		$615K Sell
5,690
-410
-7% -$44.6K 0.3% 45
2015
Q3 		$668K Sell
6,100
-424
-6% -$46.2K 0.36% 40
2015
Q2 		$710K Sell
6,524
-420
-6% -$46.2K 0.38% 38
2015
Q1 		$774K Sell
6,944
-434
-6% -$48.2K 0.45% 30
2014
Q4 		$812K Buy
+7,378
New +$812K 0.48% 30

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

Wealth Architects's AGG Position: Q2 2026 in Review

Wealth Architects increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.58% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,072 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #238.

Wealth Architects first reported a position in AGG in Q4 2014 and has held it in 27 quarters since. The position peaked at $812K in Q4 2014. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wealth Architects held 2,072 shares of iShares Core US Aggregate Bond ETF worth $205K as of Q2 2026.
  • Wealth Architects bought 12 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.19K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #238 holding.
  • Wealth Architects first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 27 quarters since.
  • Wealth Architects's iShares Core US Aggregate Bond ETF position peaked at $812K in Q4 2014.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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