WealthBridge Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthBridge Capital Management’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	–	Sell	-2,587	Closed	-$257K	–	237
2026 Q1	$257K	Sell	2,587 -478	-16%	-$47.8K	0.06%	195
2025 Q4	$306K	Sell	3,065 -525	-15%	-$52.7K	0.07%	167
2025 Q3	$360K	Buy	+3,590	New	+$356K	0.08%	153
2019 Q2	–	Sell	-568	Closed	-$62K	–	125
2019 Q1	$62K	Hold	568	–	–	0.04%	254
2018 Q4	$60K	Buy	+568	New	+$59.6K	0.05%	221

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthBridge Capital Management's AGG Position: Q2 2026 in Review

WealthBridge Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,587 shares — an estimated $257K sold.

WealthBridge Capital Management first reported a position in AGG in Q4 2018 and held it in 5 quarters. The position peaked at $360K in Q3 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WealthBridge Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthBridge Capital Management sold 2,587 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $257K.
WealthBridge Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's iShares Core US Aggregate Bond ETF position peaked at $360K in Q3 2025.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.