Wealth Enhancement Advisory Services
AGG icon

Wealth Enhancement Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.62B Buy
16,602,475
+1,676,824
+11% +$166M 2.71% 3
2026
Q1 		$1.47B Sell
14,925,651
-4,695,419
-24% -$470M 3% 2
2025
Q4 		$1.96B Buy
19,621,070
+1,507,215
+8% +$151M 2.66% 4
2025
Q3 		$1.81B Buy
18,113,855
+1,607,890
+10% +$160M 2.74% 3
2025
Q2 		$1.63B Buy
16,505,965
+1,308,103
+9% +$128M 2.69% 2
2025
Q1 		$1.5B Buy
15,197,862
+862,965
+6% +$84.4M 2.88% 3
2024
Q4 		$1.39B Buy
14,334,897
+1,516,800
+12% +$149M 2.66% 3
2024
Q3 		$1.3B Buy
12,818,097
+1,121,012
+10% +$112M 2.79% 3
2024
Q2 		$1.14B Buy
11,697,085
+1,276,096
+12% +$123M 2.7% 3
2024
Q1 		$1.02B Buy
10,420,989
+1,582,075
+18% +$155M 2.64% 2
2023
Q4 		$877M Buy
8,838,914
+339,026
+4% +$32.3M 2.55% 3
2023
Q3 		$799M Buy
8,499,888
+1,463,915
+21% +$141M 2.63% 3
2023
Q2 		$689M Buy
7,035,973
+678,995
+11% +$67.1M 7.43% 2
2023
Q1 		$633M Buy
6,356,978
+3,441,866
+118% +$340M 7.38% 2
2022
Q4 		$291M Buy
2,915,112
+220,851
+8% +$21.4M 3.74% 6
2022
Q3 		$258M Buy
2,694,261
+81,469
+3% +$8.24M 3.69% 7
2022
Q2 		$265M Buy
2,612,792
+212,281
+9% +$21.8M 3.69% 6
2022
Q1 		$256M Sell
2,400,511
-84,464
-3% -$9.3M 3.46% 7
2021
Q4 		$277M Buy
2,484,975
+215,753
+10% +$24.7M 3.97% 5
2021
Q3 		$260M Buy
2,269,222
+497,049
+28% +$57.6M 3.83% 7
2021
Q2 		$206M Buy
1,772,173
+1,340,141
+310% +$154M 3.31% 8
2021
Q1 		$49.3M Buy
432,032
+93,518
+28% +$10.8M 0.9% 23
2020
Q4 		$39.7M Buy
338,514
+42,823
+14% +$5.04M 0.9% 24
2020
Q3 		$34.9M Buy
295,691
+41,417
+16% +$4.91M 0.91% 24
2020
Q2 		$30.3M Buy
254,274
+48,828
+24% +$5.72M 0.87% 25
2020
Q1 		$24.1M Buy
205,446
+97,382
+90% +$11.1M 0.86% 25
2019
Q4 		$12.1M Buy
108,064
+33,446
+45% +$3.77M 0.43% 38
2019
Q3 		$8.41M Buy
74,618
+42,210
+130% +$4.75M 0.34% 44
2019
Q2 		$3.61M Buy
32,408
+17,840
+122% +$1.95M 0.16% 54
2019
Q1 		$1.58M Buy
14,568
+9,977
+217% +$1.07M 0.09% 96
2018
Q4 		$488K Buy
4,591
+2,075
+82% +$218K 0.03% 150
2018
Q3 		$263K Buy
+2,516
New +$267K 0.02% 156

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 Enhancement Advisory Services's AGG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $166M and bringing the position to 16,602,475 shares worth $1.62B. The position accounts for 2.71% of the portfolio, ranked #3.

Wealth Enhancement Advisory Services first reported a position in AGG in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.96B in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,602,475 shares of iShares Core US Aggregate Bond ETF worth $1.62B as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,676,824 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $166M.
  • iShares Core US Aggregate Bond ETF made up 2.71% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $1.96B in Q4 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.