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

Wealth Dimensions 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 		$1.85M Buy
18,729
+66
+0.4% +$6.53K 0.33% 44
2026
Q1 		$1.85M Hold
18,663
– – 0.36% 37
2025
Q4 		$1.86M Sell
18,663
-85
-0.5% -$8.53K 0.37% 38
2025
Q3 		$1.88M Buy
18,748
+420
+2% +$41.7K 0.39% 36
2025
Q2 		$1.82M Buy
18,328
+1,742
+11% +$171K 0.4% 37
2025
Q1 		$1.64M Sell
16,586
-1,112
-6% -$109K 0.39% 37
2024
Q4 		$1.71M Buy
17,698
+4,176
+31% +$411K 0.42% 34
2024
Q3 		$1.37M Sell
13,522
-895
-6% -$89.3K 0.35% 38
2024
Q2 		$1.4M Sell
14,417
-4,425
-23% -$427K 0.4% 35
2024
Q1 		$1.85M Buy
18,842
+21
+0.1% +$2.06K 0.55% 33
2023
Q4 		$1.87M Buy
18,821
+1,863
+11% +$177K 0.59% 29
2023
Q3 		$1.59M Buy
16,958
+1,993
+13% +$192K 0.58% 32
2023
Q2 		$1.47M Buy
14,965
+16
+0.1% +$1.58K 0.53% 31
2023
Q1 		$1.49M Buy
14,949
+12
+0.1% +$1.19K 0.58% 30
2022
Q4 		$1.45M Sell
14,937
-1,181
-7% -$114K 0.59% 31
2022
Q3 		$1.55M Sell
16,118
-8,074
-33% -$816K 0.77% 24
2022
Q2 		$2.46M Sell
24,192
-159,359
-87% -$16.4M 1.17% 20
2022
Q1 		$19.7M Buy
183,551
+504
+0.3% +$55.5K 9.1% 2
2021
Q4 		$20.9M Buy
183,047
+178,109
+3,607% +$20.4M 10.23% 1
2021
Q3 		$567K Buy
4,938
+355
+8% +$41.1K 0.36% 55
2021
Q2 		$529K Sell
4,583
-59
-1% -$6.76K 0.36% 58
2021
Q1 		$528K Buy
4,642
+834
+22% +$96.6K 0.41% 52
2020
Q4 		$450K Buy
+3,808
New +$449K 0.39% 57

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 Dimensions Group's AGG Position: Q2 2026 in Review

Wealth Dimensions Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.35% in Q2 2026, buying an estimated $6.53K and bringing the position to 18,729 shares worth $1.85M. The position accounts for 0.33% of the portfolio, ranked #44.

Wealth Dimensions Group first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.9M in Q4 2021. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wealth Dimensions Group held 18,729 shares of iShares Core US Aggregate Bond ETF worth $1.85M as of Q2 2026.
  • Wealth Dimensions Group bought 66 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.53K.
  • iShares Core US Aggregate Bond ETF made up 0.33% of Wealth Dimensions Group's portfolio in Q2 2026, its #44 holding.
  • Wealth Dimensions Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares Core US Aggregate Bond ETF position peaked at $20.9M in Q4 2021.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.