WealthNavi Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthNavi Inc’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	$1.16B	Buy	11,751,184 +237,832	+2%	+$23.5M	9.11%	3
2026 Q1	$1.14B	Buy	11,513,352 +354,238	+3%	+$35.4M	9.91%	3
2025 Q4	$1.11B	Buy	11,159,114 +747,366	+7%	+$75M	9.85%	3
2025 Q3	$1.04B	Buy	10,411,748 +398,378	+4%	+$39.5M	9.67%	3
2025 Q2	$993M	Sell	10,013,370 -328,322	-3%	-$32.2M	10%	3
2025 Q1	$1.02B	Buy	10,341,692 +271,055	+3%	+$26.5M	11.38%	3
2024 Q4	$976M	Buy	10,070,637 +207,960	+2%	+$20.5M	11.34%	3
2024 Q3	$999M	Buy	9,862,677 +232,340	+2%	+$23.2M	11.43%	3
2024 Q2	$935M	Buy	9,630,337 +158,210	+2%	+$15.3M	11.86%	3
2024 Q1	$928M	Buy	9,472,127 +404,738	+4%	+$39.6M	12.35%	3
2023 Q4	$900M	Buy	9,067,389 +405,270	+5%	+$38.6M	13.05%	3
2023 Q3	$815M	Buy	8,662,119 +768,050	+10%	+$74M	13.2%	3
2023 Q2	$773M	Buy	7,894,069 +345,424	+5%	+$34.1M	12.55%	3
2023 Q1	$752M	Buy	7,548,645 +466,205	+7%	+$46.1M	12.82%	3
2022 Q4	$687M	Buy	7,082,440 +324,431	+5%	+$31.4M	12.85%	3
2022 Q3	$651M	Buy	6,758,009 +212,522	+3%	+$21.5M	13.72%	3
2022 Q2	$666M	Buy	6,545,487 +213,022	+3%	+$21.9M	13.59%	3
2022 Q1	$678M	Buy	6,332,465 +323,070	+5%	+$35.6M	12.75%	3
2021 Q4	$686M	Buy	6,009,395 +543,831	+10%	+$62.2M	12.51%	3
2021 Q3	$628M	Buy	5,465,564 +702,935	+15%	+$81.5M	12.92%	3
2021 Q2	$549M	Buy	4,762,629 +620,337	+15%	+$71.1M	12.63%	3
2021 Q1	$472M	Buy	4,142,292 +723,157	+21%	+$83.7M	12.97%	3
2020 Q4	$404M	Buy	3,419,135 +358,068	+12%	+$42.2M	12.78%	3
2020 Q3	$361M	Buy	3,061,067 +538,528	+21%	+$63.9M	13.26%	3
2020 Q2	$298M	Buy	2,522,539 +303,591	+14%	+$35.5M	12.92%	3
2020 Q1	$256M	Buy	2,218,948 +40,059	+2%	+$4.57M	14.23%	3
2019 Q4	$245M	Buy	2,178,889 +281,017	+15%	+$31.7M	13.32%	3
2019 Q3	$215M	Buy	1,897,872 +278,100	+17%	+$31.3M	13.38%	3
2019 Q2	$180M	Buy	1,619,772 +222,769	+16%	+$24.4M	12.73%	3
2019 Q1	$152M	Buy	+1,397,003	New	+$150M	12.16%	3

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

WealthNavi Inc's AGG Position: Q2 2026 in Review

WealthNavi Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q2 2026, buying an estimated $23.5M and bringing the position to 11,751,184 shares worth $1.16B. The position accounts for 9.11% of the portfolio, ranked #3.

WealthNavi Inc first reported a position in AGG in Q1 2019 and has held it in 30 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WealthNavi Inc held 11,751,184 shares of iShares Core US Aggregate Bond ETF worth $1.16B as of Q2 2026.
WealthNavi Inc bought 237,832 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $23.5M.
iShares Core US Aggregate Bond ETF made up 9.11% of WealthNavi Inc's portfolio in Q2 2026, its #3 holding.
WealthNavi Inc first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthNavi Inc's 13F filing for Q2 2026, filed 23 Jul 2026.