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Wealthcare Advisory Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthcare Advisory Partners’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 		$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

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SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return