WealthTrust Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthTrust Asset Management’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	$5.31M	Buy	53,610 +573	+1%	+$56.7K	2.87%	5
2026 Q1	$5.26M	Sell	53,037 -989	-2%	-$98.9K	3.14%	6
2025 Q4	$5.4M	Buy	54,026 +1,587	+3%	+$159K	3.77%	4
2025 Q3	$5.26M	Buy	52,439 +98	+0.2%	+$9.72K	3.64%	5
2025 Q2	$5.19M	Sell	52,341 -6,703	-11%	-$657K	3.88%	5
2025 Q1	$5.84M	Sell	59,044 -423	-0.7%	-$41.4K	4.33%	3
2024 Q4	$5.76M	Buy	59,467 +198	+0.3%	+$19.5K	4.14%	3
2024 Q3	$6M	Sell	59,269 -4,382	-7%	-$437K	4.47%	4
2024 Q2	$6.18M	Buy	+63,651	New	+$6.14M	4.51%	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

WealthTrust Asset Management's AGG Position: Q2 2026 in Review

WealthTrust Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.1% in Q2 2026, buying an estimated $56.7K and bringing the position to 53,610 shares worth $5.31M. The position accounts for 2.87% of the portfolio, ranked #5.

WealthTrust Asset Management first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.18M in Q2 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WealthTrust Asset Management held 53,610 shares of iShares Core US Aggregate Bond ETF worth $5.31M as of Q2 2026.
WealthTrust Asset Management bought 573 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $56.7K.
iShares Core US Aggregate Bond ETF made up 2.87% of WealthTrust Asset Management's portfolio in Q2 2026, its #5 holding.
WealthTrust Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
WealthTrust Asset Management's iShares Core US Aggregate Bond ETF position peaked at $6.18M in Q2 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.