WIM
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Westside Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Westside Investment 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 		$9.8M Buy
99,000
+7,273
+8% +$720K 1.29% 15
2026
Q1 		$9.11M Buy
91,727
+2,105
+2% +$211K 1.4% 12
2025
Q4 		$8.95M Buy
89,622
+2,250
+3% +$226K 1.43% 12
2025
Q3 		$8.76M Buy
87,372
+6,555
+8% +$650K 1.4% 13
2025
Q2 		$8.02M Buy
80,817
+2,131
+3% +$209K 1.49% 12
2025
Q1 		$7.78M Buy
78,686
+1,554
+2% +$152K 1.66% 10
2024
Q4 		$7.47M Buy
77,132
+2,790
+4% +$275K 1.58% 13
2024
Q3 		$7.52M Buy
74,342
+676
+0.9% +$67.4K 1.6% 10
2024
Q2 		$7.15M Buy
73,666
+2,953
+4% +$285K 1.64% 10
2024
Q1 		$6.93M Buy
70,713
+1,080
+2% +$106K 1.66% 10
2023
Q4 		$6.91M Sell
69,633
-634
-0.9% -$60.3K 1.77% 10
2023
Q3 		$6.61M Buy
70,267
+3,289
+5% +$317K 1.9% 8
2023
Q2 		$6.56M Buy
66,978
+3,087
+5% +$305K 1.85% 9
2023
Q1 		$6.36M Buy
63,891
+1,580
+3% +$156K 1.87% 7
2022
Q4 		$179K Sell
62,311
-6,981
-10% -$675K 0.44% 61
2022
Q3 		$132K Sell
69,292
-1,790
-3% -$181K 0.32% 76
2022
Q2 		$139K Buy
71,082
+144
+0.2% +$14.8K 0.32% 69
2022
Q1 		$147K Buy
70,938
+1,480
+2% +$163K 0.32% 65
2021
Q4 		$156K Buy
69,458
+3,971
+6% +$454K 0.36% 66
2021
Q3 		$157K Buy
65,487
+5,270
+9% +$611K 0.36% 63
2021
Q2 		$145K Buy
60,217
+13,788
+30% +$1.58M 0.34% 63
2021
Q1 		$142K Buy
46,429
+488
+1% +$56.5K 0.37% 56
2020
Q4 		$147K Buy
45,941
+751
+2% +$88.5K 0.4% 51
2020
Q3 		$147K Buy
45,190
+853
+2% +$101K 0.07% 45
2020
Q2 		$147K Buy
44,337
+693
+2% +$81.1K 0.09% 39
2020
Q1 		$143K Buy
+43,644
New +$4.97M 0.1% 31
2019
Q2 		$9.19K Buy
+82,491
New +$9.02M 0.02% 71
2018
Q4 		$8.68M Buy
+81,471
New +$8.55M 3.18% 4
2018
Q3 		– Sell
-80,760
Closed -$8.56M – 729
2018
Q2 		$8.56M Buy
80,760
+673
+0.8% +$71.4K 3.01% 5
2018
Q1 		$8.56M Buy
80,087
+3,343
+4% +$359K 4.7% 3
2017
Q4 		$8.37M Sell
76,744
-4,147
-5% -$453K 4.53% 3
2017
Q3 		$8.85M Buy
80,891
+595
+0.7% +$65.3K 5.34% 1
2017
Q2 		$8.75M Buy
80,296
+9,581
+14% +$1.05M 5.71% 1
2017
Q1 		$7.69M Sell
70,715
-103,382
-59% -$11.2M 3.67% 3
2016
Q4 		$12.6M Buy
+174,097
New +$19.1M 8.57% 2

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Westside Investment Management's AGG Position: Q2 2026 in Review

Westside Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.9% in Q2 2026, buying an estimated $720K and bringing the position to 99,000 shares worth $9.8M. The position accounts for 1.29% of the portfolio, ranked #15.

Westside Investment Management first reported a position in AGG in Q4 2016 and has held it in 35 quarters since. The position peaked at $12.6M in Q4 2016. 870 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Westside Investment Management held 99,000 shares of iShares Core US Aggregate Bond ETF worth $9.8M as of Q2 2026.
  • Westside Investment Management bought 7,273 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $720K.
  • iShares Core US Aggregate Bond ETF made up 1.29% of Westside Investment Management's portfolio in Q2 2026, its #15 holding.
  • Westside Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Westside Investment Management's iShares Core US Aggregate Bond ETF position peaked at $12.6M in Q4 2016.
  • 870 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.