WIA
AGG icon

Wetzel Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wetzel Investment 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 		$265K Sell
2,682
-377
-12% -$37.3K 0.09% 114
2026
Q1 		$304K Buy
3,059
+1
+0% +$100 0.12% 100
2025
Q4 		$305K Hold
3,058
– – 0.12% 102
2025
Q3 		$307K Sell
3,058
-171
-5% -$17K 0.13% 95
2025
Q2 		$320K Sell
3,229
-13
-0.4% -$1.27K 0.15% 92
2025
Q1 		$321K Sell
3,242
-426
-12% -$41.6K 0.16% 90
2024
Q4 		$355K Sell
3,668
-553
-13% -$54.5K 0.18% 80
2024
Q3 		$427K Sell
4,221
-140,739
-97% -$14M 0.21% 74
2024
Q2 		$14.2M Buy
144,960
+63
+0% +$6.08K 8.12% 1
2024
Q1 		$13.8M Buy
144,897
+1,153
+0.8% +$113K 8.13% 1
2023
Q4 		$14.3M Buy
+143,744
New +$13.7M 8.76% 1

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Wetzel Investment Advisors's AGG Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $37.3K and leaving 2,682 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #114.

Wetzel Investment Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q4 2023. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wetzel Investment Advisors held 2,682 shares of iShares Core US Aggregate Bond ETF worth $265K as of Q2 2026.
  • Wetzel Investment Advisors sold 377 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $37.3K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Wetzel Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Wetzel Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $14.3M in Q4 2023.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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