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Wells Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wells Financial Advisors’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 		$7.13K Sell
72
-70
-49% -$6.93K 0.07% 40
2026
Q1 		$14.1K Sell
142
-1,255
-90% -$126K 0.06% 48
2025
Q4 		$140K Sell
1,397
-3,021
-68% -$303K 0.27% 40
2025
Q3 		$443K Sell
4,418
-2,280
-34% -$226K 0.59% 29
2025
Q2 		$664K Sell
6,698
-983
-13% -$96.3K 0.91% 27
2025
Q1 		$760K Buy
7,681
+2,003
+35% +$196K 1.05% 27
2024
Q4 		$550K Buy
5,678
+289
+5% +$28.5K 0.75% 28
2024
Q3 		$546K Sell
5,389
-16,856
-76% -$1.68M 0.74% 28
2024
Q2 		$2.16M Sell
22,245
-1,151
-5% -$111K 1.42% 20
2024
Q1 		$2.29M Buy
23,396
+1,350
+6% +$132K 1.56% 19
2023
Q4 		$2.19M Sell
22,046
-4,614
-17% -$439K 1.59% 16
2023
Q3 		$2.51M Sell
26,660
-253
-0.9% -$24.4K 1.95% 15
2023
Q2 		$2.64M Buy
26,913
+17,919
+199% +$1.77M 1.99% 15
2023
Q1 		$896K Buy
8,994
+618
+7% +$61.1K 0.71% 23
2022
Q4 		$812K Sell
8,376
-2,727
-25% -$264K 0.67% 23
2022
Q3 		$1.07M Buy
11,103
+322
+3% +$32.6K 1.04% 20
2022
Q2 		$1.1M Sell
10,781
-4,527
-30% -$465K 0.99% 20
2022
Q1 		$1.64M Sell
15,308
-196
-1% -$21.6K 1.37% 19
2021
Q4 		$1.77M Sell
15,504
-8,272
-35% -$946K 1.41% 19
2021
Q3 		$2.73M Buy
23,776
+162
+0.7% +$18.8K 2.31% 13
2021
Q2 		$2.72M Sell
23,614
-548
-2% -$62.8K 2.3% 13
2021
Q1 		$2.75M Sell
24,162
-11,435
-32% -$1.32M 2.47% 12
2020
Q4 		$4.21M Buy
+35,597
New +$4.19M 3.6% 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

Wells Financial Advisors's AGG Position: Q2 2026 in Review

Wells Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q2 2026, selling an estimated $6.93K and leaving 72 shares worth $7.13K. The position accounts for 0.07% of the portfolio, ranked #40.

Wells Financial Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.21M in Q4 2020. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wells Financial Advisors held 72 shares of iShares Core US Aggregate Bond ETF worth $7.13K as of Q2 2026.
  • Wells Financial Advisors sold 70 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.93K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Wells Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Wells Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Wells Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.21M in Q4 2020.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.