WANY
AGG icon

Wealthspire Advisors (New York)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthspire Advisors (New York)’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 		$20.8M Buy
209,861
+59,899
+40% +$5.93M 0.11% 116
2026
Q1 		$14.9M Sell
149,962
-14,379
-9% -$1.44M 0.12% 88
2025
Q4 		$16.4M Sell
164,341
-201,921
-55% -$20.3M 0.13% 85
2025
Q3 		$36.7M Sell
366,262
-112,646
-24% -$11.2M 0.19% 60
2025
Q2 		$47.5M Sell
478,908
-51,770
-10% -$5.07M 0.27% 48
2025
Q1 		$52.5M Buy
530,678
+258,782
+95% +$25.3M 0.31% 47
2024
Q4 		$26.3M Sell
271,896
-6,564
-2% -$647K 0.26% 57
2024
Q3 		$28.2M Buy
278,460
+104,029
+60% +$10.4M 0.29% 54
2024
Q2 		$16.9M Sell
174,431
-10,169
-6% -$982K 0.22% 50
2024
Q1 		$18.1M Sell
184,600
-7,161
-4% -$701K 0.24% 51
2023
Q4 		$19M Sell
191,761
-30,199
-14% -$2.87M 0.27% 47
2023
Q3 		$20.9M Sell
221,960
-11,635
-5% -$1.12M 0.34% 39
2023
Q2 		$22.9M Buy
233,595
+14,933
+7% +$1.48M 0.37% 42
2023
Q1 		$21.8M Sell
218,662
-38,409
-15% -$3.8M 0.37% 42
2022
Q4 		$24.9M Buy
257,071
+32,147
+14% +$3.11M 0.45% 38
2022
Q3 		$21.7M Buy
224,924
+33,070
+17% +$3.34M 0.45% 38
2022
Q2 		$19.5M Sell
191,854
-80,470
-30% -$8.27M 0.41% 41
2022
Q1 		$29.2M Buy
272,324
+9,595
+4% +$1.06M 0.66% 25
2021
Q4 		$30M Buy
262,729
+38,472
+17% +$4.4M 0.66% 24
2021
Q3 		$25.8M Sell
224,257
-19,124
-8% -$2.22M 0.53% 32
2021
Q2 		$28.1M Sell
243,381
-9,747
-4% -$1.12M 0.74% 21
2021
Q1 		$28.8M Sell
253,128
-20,075
-7% -$2.32M 0.68% 24
2020
Q4 		$32.3M Sell
273,203
-15,190
-5% -$1.79M 0.96% 19
2020
Q3 		$34M Sell
288,393
-4,916
-2% -$583K 2.02% 13
2020
Q2 		$34.7M Sell
293,309
-3,641
-1% -$426K 2.41% 10
2020
Q1 		$34.3M Sell
296,950
-5,147
-2% -$587K 1.44% 16
2019
Q4 		$33.9M Sell
302,097
-10,681
-3% -$1.2M 2.47% 10
2019
Q3 		$35.4M Sell
312,778
-9,974
-3% -$1.12M 2.9% 10
2019
Q2 		$35.9M Sell
322,752
-16,348
-5% -$1.79M 3.13% 10
2019
Q1 		$37M Sell
339,100
-69,488
-17% -$7.45M 3.43% 10
2018
Q4 		$43.5M Buy
+408,588
New +$42.9M 4.19% 8

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

Wealthspire Advisors (New York)'s AGG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q2 2026, buying an estimated $5.93M and bringing the position to 209,861 shares worth $20.8M. The position accounts for 0.11% of the portfolio, ranked #116.

Wealthspire Advisors (New York) first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $52.5M in Q1 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wealthspire Advisors (New York) held 209,861 shares of iShares Core US Aggregate Bond ETF worth $20.8M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 59,899 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.93M.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #116 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthspire Advisors (New York)'s iShares Core US Aggregate Bond ETF position peaked at $52.5M in Q1 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.