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Weaver Consulting Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Weaver Consulting Group’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 		$456K Buy
4,610
+203
+5% +$20.1K 0.09% 176
2026
Q1 		$437K Buy
4,407
+91
+2% +$9.1K 0.1% 158
2025
Q4 		$431K Buy
4,316
+838
+24% +$84.1K 0.11% 156
2025
Q3 		$349K Buy
3,478
+264
+8% +$26.2K 0.09% 168
2025
Q2 		$319K Buy
3,214
+81
+3% +$7.94K 0.09% 167
2025
Q1 		$310K Buy
3,133
+344
+12% +$33.6K 0.09% 165
2024
Q4 		$270K Sell
2,789
-111
-4% -$10.9K 0.08% 172
2024
Q3 		$294K Buy
2,900
+286
+11% +$28.5K 0.09% 163
2024
Q2 		$254K Buy
2,614
+23
+0.9% +$2.22K 0.09% 166
2024
Q1 		$254K Sell
2,591
-498
-16% -$48.7K 0.09% 166
2023
Q4 		$307K Sell
3,089
-257
-8% -$24.5K 0.12% 142
2023
Q3 		$315K Sell
3,346
-295
-8% -$28.4K 0.14% 132
2023
Q2 		$357K Sell
3,641
-311
-8% -$30.7K 0.16% 115
2023
Q1 		$394K Sell
3,952
-6,137
-61% -$607K 0.18% 109
2022
Q4 		$979K Sell
10,089
-2,387
-19% -$231K 0.5% 44
2022
Q3 		$1.2M Sell
12,476
-472
-4% -$47.7K 0.69% 32
2022
Q2 		$1.32M Buy
12,948
+629
+5% +$64.6K 0.74% 32
2022
Q1 		$1.32M Sell
12,319
-1,210
-9% -$133K 0.64% 33
2021
Q4 		$1.54M Sell
13,529
-1,671
-11% -$191K 0.74% 32
2021
Q3 		$1.75M Sell
15,200
-2,417
-14% -$280K 0.95% 30
2021
Q2 		$2.03M Sell
17,617
-11,355
-39% -$1.3M 1.14% 23
2021
Q1 		$3.3M Sell
28,972
-9,908
-25% -$1.15M 2.03% 9
2020
Q4 		$4.59M Sell
38,880
-7,702
-17% -$907K 2.87% 7
2020
Q3 		$5.5M Sell
46,582
-1,001
-2% -$119K 3.17% 6
2020
Q2 		$5.63M Sell
47,583
-1,098
-2% -$129K 3.27% 5
2020
Q1 		$5.62M Buy
48,681
+2,201
+5% +$251K 3.67% 6
2019
Q4 		$5.26M Sell
46,480
-1,200
-3% -$135K 2.82% 6
2019
Q3 		$5.3M Buy
47,680
+818
+2% +$92K 2.81% 6
2019
Q2 		$5.22M Buy
46,862
+3,561
+8% +$389K 2.85% 6
2019
Q1 		$4.77M Buy
+43,301
New +$4.64M 1.35% 14

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

Weaver Consulting Group's AGG Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 4,610 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #176.

Weaver Consulting Group first reported a position in AGG in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.63M in Q2 2020. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Weaver Consulting Group held 4,610 shares of iShares Core US Aggregate Bond ETF worth $456K as of Q2 2026.
  • Weaver Consulting Group bought 203 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $20.1K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Weaver Consulting Group's portfolio in Q2 2026, its #176 holding.
  • Weaver Consulting Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Weaver Consulting Group's iShares Core US Aggregate Bond ETF position peaked at $5.63M in Q2 2020.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.