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Werba Rubin Papier Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Werba Rubin Papier Wealth 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 		$413K Buy
+4,173
New +$413K 0.05% 169
2025
Q3 		– Sell
-13,423
Closed -$1.33M – 242
2025
Q2 		$1.33M Buy
13,423
+481
+4% +$47.1K 0.25% 58
2025
Q1 		$1.28M Buy
12,942
+682
+6% +$66.7K 0.28% 54
2024
Q4 		$1.19M Buy
12,260
+268
+2% +$26.4K 0.28% 52
2024
Q3 		$1.21M Sell
11,992
-82
-0.7% -$8.18K 0.28% 52
2024
Q2 		$1.17M Buy
12,074
+8,389
+228% +$810K 0.32% 49
2024
Q1 		$361K Buy
+3,685
New +$361K 0.1% 93

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

Werba Rubin Papier Wealth Management's AGG Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 4,173 shares worth $413K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in AGG as recently as Q2 2025.

Werba Rubin Papier Wealth Management first reported a position in AGG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 4,173 shares of iShares Core US Aggregate Bond ETF worth $413K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Werba Rubin Papier Wealth Management position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Werba Rubin Papier Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 7 quarters since.
  • Werba Rubin Papier Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.33M in Q2 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.