Wealthfront Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthfront Advisers’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	$542K	Buy	5,474 +783	+17%	+$77.5K	﹤0.01%	848
2026 Q1	$466K	Sell	4,691 -975	-17%	-$97.5K	﹤0.01%	853
2025 Q4	$566K	Buy	5,666 +1,919	+51%	+$193K	﹤0.01%	798
2025 Q3	$376K	Buy	+3,747	New	+$372K	﹤0.01%	861
2025 Q2	–	Sell	-2,231	Closed	-$221K	–	964
2025 Q1	$221K	Buy	2,231 +60	+3%	+$5.87K	﹤0.01%	896
2024 Q4	$210K	Sell	2,171 -179	-8%	-$17.6K	﹤0.01%	885
2024 Q3	$238K	Buy	+2,350	New	+$234K	﹤0.01%	857
2024 Q2	–	Sell	-3,166	Closed	-$310K	–	872
2024 Q1	$310K	Sell	3,166 -510	-14%	-$49.9K	﹤0.01%	800
2023 Q4	$365K	Buy	3,676 +432	+13%	+$41.1K	﹤0.01%	763
2023 Q3	$305K	Sell	3,244 -3,018	-48%	-$291K	﹤0.01%	760
2023 Q2	$613K	Buy	+6,262	New	+$619K	﹤0.01%	647

Other funds holding AGG

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealthfront Advisers's AGG Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, buying an estimated $77.5K and bringing the position to 5,474 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Wealthfront Advisers first reported a position in AGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $613K in Q2 2023. 1,735 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Wealthfront Advisers held 5,474 shares of iShares Core US Aggregate Bond ETF worth $542K as of Q2 2026.
Wealthfront Advisers bought 783 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $77.5K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #848 holding.
Wealthfront Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 11 quarters since.
Wealthfront Advisers's iShares Core US Aggregate Bond ETF position peaked at $613K in Q2 2023.
1,735 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.