Wealthedge Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthedge Investment Advisors’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	$9.26M	Buy	93,542 +2,225	+2%	+$220K	3.15%	6
2026 Q1	$9.07M	Buy	91,317 +84,294	+1,200%	+$8.43M	3.33%	4
2025 Q4	$702K	Buy	7,023 +1,223	+21%	+$123K	0.26%	79
2025 Q3	$582K	Sell	5,800 -276	-5%	-$27.4K	0.22%	90
2025 Q2	$603K	Buy	6,076 +728	+14%	+$71.3K	0.25%	95
2025 Q1	$529K	Sell	5,348 -4,215	-44%	-$412K	0.24%	87
2024 Q4	$927K	Buy	+9,563	New	+$942K	0.42%	66

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

Wealthedge Investment Advisors's AGG Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, buying an estimated $220K and bringing the position to 93,542 shares worth $9.26M. The position accounts for 3.15% of the portfolio, ranked #6.

Wealthedge Investment Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Wealthedge Investment Advisors held 93,542 shares of iShares Core US Aggregate Bond ETF worth $9.26M as of Q2 2026.
Wealthedge Investment Advisors bought 2,225 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $220K.
iShares Core US Aggregate Bond ETF made up 3.15% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #6 holding.
Wealthedge Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.