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

Wealthcare Capital 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 		$4.87M Buy
49,180
+4,320
+10% +$427K 2.01% 7
2026
Q1 		$4.45M Buy
44,860
+3,875
+9% +$388K 2.09% 7
2025
Q4 		$4.09M Buy
40,985
+2,036
+5% +$204K 1.92% 7
2025
Q3 		$3.9M Buy
38,949
+5,123
+15% +$508K 1.79% 9
2025
Q2 		$3.36M Buy
33,826
+1,831
+6% +$179K 1.69% 11
2025
Q1 		$3.16M Buy
31,995
+1,822
+6% +$178K 1.63% 10
2024
Q4 		$2.92M Buy
+30,173
New +$2.97M 1.52% 11

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealthcare Capital Partners's AGG Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.6% in Q2 2026, buying an estimated $427K and bringing the position to 49,180 shares worth $4.87M. The position accounts for 2.01% of the portfolio, ranked #7.

Wealthcare Capital Partners first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wealthcare Capital Partners held 49,180 shares of iShares Core US Aggregate Bond ETF worth $4.87M as of Q2 2026.
  • Wealthcare Capital Partners bought 4,320 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $427K.
  • iShares Core US Aggregate Bond ETF made up 2.01% of Wealthcare Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Wealthcare Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.