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Wescott Financial Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wescott Financial Advisory 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 		$11.9M Buy
120,222
+2,351
+2% +$233K 0.92% 24
2026
Q1 		$11.7M Buy
117,871
+11,052
+10% +$1.11M 1.03% 24
2025
Q4 		$10.7M Buy
106,819
+5,548
+5% +$557K 0.93% 23
2025
Q3 		$10.2M Buy
101,271
+2,239
+2% +$222K 0.91% 23
2025
Q2 		$9.82M Sell
99,032
-1,082
-1% -$106K 0.94% 21
2025
Q1 		$9.9M Buy
100,114
+3,528
+4% +$345K 1.03% 20
2024
Q4 		$9.36M Buy
96,586
+30,046
+45% +$2.96M 0.97% 22
2024
Q3 		$6.74M Buy
66,540
+3,467
+5% +$346K 0.72% 28
2024
Q2 		$6.12M Buy
63,073
+3,237
+5% +$312K 0.71% 28
2024
Q1 		$5.86M Sell
59,836
-1,480
-2% -$145K 0.73% 28
2023
Q4 		$6.09M Sell
61,316
-18,054
-23% -$1.72M 0.85% 24
2023
Q3 		$7.46M Buy
79,370
+4,337
+6% +$418K 1.36% 15
2023
Q2 		$7.35M Sell
75,033
-10,533
-12% -$1.04M 1.3% 16
2023
Q1 		$8.53M Sell
85,566
-301,252
-78% -$29.8M 1.85% 13
2022
Q4 		$37.5M Buy
386,818
+363,133
+1,533% +$35.1M 8.09% 1
2022
Q3 		$2.28M Sell
23,685
-6,823
-22% -$690K 0.64% 31
2022
Q2 		$3.1M Buy
30,508
+7,393
+32% +$760K 0.84% 25
2022
Q1 		$2.48M Buy
23,115
+2,406
+12% +$265K 0.64% 31
2021
Q4 		$2.36M Buy
20,709
+958
+5% +$110K 1.22% 10
2021
Q3 		$2.27M Buy
19,751
+332
+2% +$38.5K 1.28% 10
2021
Q2 		$2.26M Buy
19,419
+5,348
+38% +$613K 1.33% 10
2021
Q1 		$1.6M Buy
14,071
+2,329
+20% +$270K 1.04% 12
2020
Q4 		$1.39M Buy
+11,742
New +$1.38M 0.97% 13

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

Wescott Financial Advisory Group's AGG Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2% in Q2 2026, buying an estimated $233K and bringing the position to 120,222 shares worth $11.9M. The position accounts for 0.92% of the portfolio, ranked #24.

Wescott Financial Advisory Group first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $37.5M in Q4 2022. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wescott Financial Advisory Group held 120,222 shares of iShares Core US Aggregate Bond ETF worth $11.9M as of Q2 2026.
  • Wescott Financial Advisory Group bought 2,351 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $233K.
  • iShares Core US Aggregate Bond ETF made up 0.92% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Wescott Financial Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $37.5M in Q4 2022.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.