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

WealthTrust Axiom’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 		$240K Hold
2,423
– – 0.05% 255
2026
Q1 		$241K Hold
2,423
– – 0.06% 240
2025
Q4 		$242K Hold
2,423
– – 0.06% 230
2025
Q3 		$243K Hold
2,423
– – 0.07% 223
2025
Q2 		$240K Hold
2,423
– – 0.07% 216
2025
Q1 		$240K Sell
2,423
-42
-2% -$4.11K 0.07% 213
2024
Q4 		$239K Hold
2,465
– – 0.07% 212
2024
Q3 		$250K Buy
2,465
+209
+9% +$20.9K 0.07% 208
2024
Q2 		$219K Hold
2,256
– – 0.07% 214
2024
Q1 		$221K Buy
+2,256
New +$221K 0.07% 218

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

WealthTrust Axiom's AGG Position: Q2 2026 in Review

WealthTrust Axiom held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,423 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #255.

WealthTrust Axiom first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $250K in Q3 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • WealthTrust Axiom held 2,423 shares of iShares Core US Aggregate Bond ETF worth $240K as of Q2 2026.
  • WealthTrust Axiom left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #255 holding.
  • WealthTrust Axiom first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • WealthTrust Axiom's iShares Core US Aggregate Bond ETF position peaked at $250K in Q3 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.