WealthSpring Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthSpring Partners’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	$6.8M	Sell	68,719 -1,720	-2%	-$170K	5.85%	5
2026 Q1	$6.99M	Buy	70,439 +2,379	+3%	+$238K	6.42%	3
2025 Q4	$6.8M	Buy	+68,060	New	+$6.83M	6.96%	3
2023 Q3	$17.7M	Buy	187,751 +3,184	+2%	+$307K	13.19%	1
2023 Q2	$18.1M	Buy	184,567 +5,462	+3%	+$540K	13.09%	1
2023 Q1	$17.8M	Sell	179,105 -620	-0.3%	-$61.3K	13.81%	1
2022 Q4	$17.4M	Buy	179,725 +8,138	+5%	+$787K	13.62%	1
2022 Q3	$16.5M	Buy	+171,587	New	+$17.4M	14.6%	1

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

WealthSpring Partners's AGG Position: Q2 2026 in Review

WealthSpring Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, selling an estimated $170K and leaving 68,719 shares worth $6.8M. The position accounts for 5.85% of the portfolio, ranked #5.

WealthSpring Partners first reported a position in AGG in Q3 2022 and has held it in 8 quarters since. The position peaked at $18.1M in Q2 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WealthSpring Partners held 68,719 shares of iShares Core US Aggregate Bond ETF worth $6.8M as of Q2 2026.
WealthSpring Partners sold 1,720 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $170K.
iShares Core US Aggregate Bond ETF made up 5.85% of WealthSpring Partners's portfolio in Q2 2026, its #5 holding.
WealthSpring Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 8 quarters since.
WealthSpring Partners's iShares Core US Aggregate Bond ETF position peaked at $18.1M in Q2 2023.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthSpring Partners's 13F filing for Q2 2026, filed 5 Aug 2026.