WFS
AGG icon

WealthGarden F.S.’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthGarden F.S.’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 		$244K Buy
2,463
+374
+18% +$37K 0.14% 159
2026
Q1 		$207K Hold
2,089
– – 0.14% 163
2025
Q4 		$209K Sell
2,089
-269
-11% -$27K 0.14% 157
2025
Q3 		$238K Sell
2,358
-308
-12% -$30.6K 0.17% 136
2025
Q2 		$263K Buy
2,666
+32
+1% +$3.14K 0.22% 113
2025
Q1 		$261K Buy
2,634
+345
+15% +$33.7K 0.25% 103
2024
Q4 		$222K Buy
+2,289
New +$225K 0.21% 115

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthGarden F.S.'s AGG Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $37K and bringing the position to 2,463 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #159.

WealthGarden F.S. first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • WealthGarden F.S. held 2,463 shares of iShares Core US Aggregate Bond ETF worth $244K as of Q2 2026.
  • WealthGarden F.S. bought 374 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $37K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of WealthGarden F.S.'s portfolio in Q2 2026, its #159 holding.
  • WealthGarden F.S. first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • WealthGarden F.S.'s iShares Core US Aggregate Bond ETF position peaked at $263K in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.