Wealthcare Advisory Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.8M | Buy |
442,103
+36,599
| +9% | +$3.62M | 0.83% | 23 |
|
|
2026
Q1 | $40.3M | Buy |
405,504
+19,264
| +5% | +$1.93M | 0.78% | 22 |
|
|
2025
Q4 | $38.6M | Sell |
386,240
-32,416
| -8% | -$3.25M | 0.76% | 24 |
|
|
2025
Q3 | $42M | Buy |
418,656
+19,471
| +5% | +$1.93M | 0.87% | 24 |
|
|
2025
Q2 | $39.6M | Buy |
399,185
+22,929
| +6% | +$2.25M | 0.9% | 21 |
|
|
2025
Q1 | $37.2M | Buy |
376,256
+42,230
| +13% | +$4.13M | 1% | 21 |
|
|
2024
Q4 | $32.4M | Sell |
334,026
-19,161
| -5% | -$1.89M | 0.9% | 20 |
|
|
2024
Q3 | $35.8M | Buy |
353,187
+6,147
| +2% | +$613K | 1.02% | 19 |
|
|
2024
Q2 | $33.7M | Buy |
347,040
+16,970
| +5% | +$1.64M | 1.05% | 19 |
|
|
2024
Q1 | $32.3M | Buy |
330,070
+69,725
| +27% | +$6.82M | 1.06% | 21 |
|
|
2023
Q4 | $25.8M | Buy |
260,345
+62,034
| +31% | +$5.9M | 1.03% | 20 |
|
|
2023
Q3 | $18.6M | Sell |
198,311
-26,888
| -12% | -$2.59M | 0.86% | 24 |
|
|
2023
Q2 | $22.1M | Buy |
225,199
+68,365
| +44% | +$6.76M | 0.99% | 21 |
|
|
2023
Q1 | $15.6M | Buy |
156,834
+79,535
| +103% | +$7.86M | 0.67% | 34 |
|
|
2022
Q4 | $7.5M | Buy |
77,299
+14,635
| +23% | +$1.42M | 0.36% | 56 |
|
|
2022
Q3 | $6.04M | Buy |
62,664
+3,371
| +6% | +$341K | 0.34% | 62 |
|
|
2022
Q2 | $6.03M | Buy |
59,293
+5,944
| +11% | +$611K | 0.36% | 50 |
|
|
2022
Q1 | $5.71M | Sell |
53,349
-3,077
| -5% | -$339K | 0.35% | 44 |
|
|
2021
Q4 | $6.44M | Sell |
56,426
-878
| -2% | -$100K | 0.39% | 41 |
|
|
2021
Q3 | $6.58M | Buy |
57,304
+11,930
| +26% | +$1.38M | 0.43% | 37 |
|
|
2021
Q2 | $5.23M | Buy |
45,374
+4,689
| +12% | +$537K | 0.35% | 43 |
|
|
2021
Q1 | $4.63M | Buy |
40,685
+1,930
| +5% | +$223K | 0.34% | 37 |
|
|
2020
Q4 | $4.58M | Buy |
38,755
+1,911
| +5% | +$225K | 0.41% | 36 |
|
|
2020
Q3 | $4.35M | Buy |
36,844
+912
| +3% | +$108K | 0.48% | 32 |
|
|
2020
Q2 | $4.25M | Sell |
35,932
-12,398
| -26% | -$1.45M | 0.53% | 29 |
|
|
2020
Q1 | $5.58M | Sell |
48,330
-292,147
| -86% | -$33.3M | 0.82% | 23 |
|
|
2019
Q4 | $38.3M | Buy |
340,477
+24,871
| +8% | +$2.8M | 4.86% | 3 |
|
|
2019
Q3 | $35.7M | Buy |
315,606
+21,734
| +7% | +$2.44M | 5.18% | 3 |
|
|
2019
Q2 | $32.7M | Buy |
293,872
+12,308
| +4% | +$1.35M | 5.18% | 2 |
|
|
2019
Q1 | $30.7M | Buy |
281,564
+14,748
| +6% | +$1.58M | 5.24% | 2 |
|
|
2018
Q4 | $28.4M | Buy |
266,816
+411
| +0.2% | +$43.1K | 5.51% | 2 |
|
|
2018
Q3 | $28.1M | Buy |
266,405
+16,197
| +6% | +$1.72M | 5.16% | 2 |
|
|
2018
Q2 | $26.6M | Buy |
250,208
+14,723
| +6% | +$1.56M | 5.21% | 2 |
|
|
2018
Q1 | $25.3M | Buy |
235,485
+12,543
| +6% | +$1.35M | 5.71% | 2 |
|
|
2017
Q4 | $24.4M | Buy |
222,942
+19,700
| +10% | +$2.15M | 6.27% | 2 |
|
|
2017
Q3 | $22.3M | Buy |
203,242
+18,342
| +10% | +$2.01M | 6.62% | 2 |
|
|
2017
Q2 | $20.2M | Buy |
184,900
+20,932
| +13% | +$2.29M | 9.84% | 2 |
|
|
2017
Q1 | $17.8M | Buy |
163,968
+9,064
| +6% | +$981K | 9.71% | 2 |
|
|
2016
Q4 | $16.7M | Buy |
154,904
+13,294
| +9% | +$1.46M | 9.9% | 2 |
|
|
2016
Q3 | $15.9M | Buy |
141,610
+16,477
| +13% | +$1.85M | 10.34% | 2 |
|
|
2016
Q2 | $14.1M | Buy |
+125,133
| New | +$13.9M | 9.92% | 2 |
|
Other funds holding AGG
Wealthcare Advisory Partners's AGG Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9% in Q2 2026, buying an estimated $3.62M and bringing the position to 442,103 shares worth $43.8M. The position accounts for 0.83% of the portfolio, ranked #23.
Wealthcare Advisory Partners first reported a position in AGG in Q2 2016 and has held it in 41 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Wealthcare Advisory Partners held 442,103 shares of iShares Core US Aggregate Bond ETF worth $43.8M as of Q2 2026.
- Wealthcare Advisory Partners bought 36,599 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.62M.
- iShares Core US Aggregate Bond ETF made up 0.83% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #23 holding.
- Wealthcare Advisory Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 41 quarters since.
- 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.