Wick Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wick Capital Partners’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 Q1	–	Sell	-2,055	Closed	-$205K	–	227
2025 Q4	$205K	Buy	+2,055	New	+$206K	0.04%	197
2025 Q3	–	Sell	-11,983	Closed	-$202K	–	116
2025 Q2	$202K	Buy	11,983 +9,947	+489%	+$975K	0.05%	107
2025 Q1	$201K	Buy	+2,036	New	+$199K	0.06%	100
2024 Q3	–	Sell	-2,529	Closed	-$245K	–	82
2024 Q2	$245K	Buy	+2,529	New	+$244K	0.09%	67
2022 Q2	–	Sell	-2,125	Closed	-$228K	–	50
2022 Q1	$228K	Buy	+2,125	New	+$234K	0.15%	48

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wick Capital Partners's AGG Position: Q1 2026 in Review

Wick Capital Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,055 shares — an estimated $205K sold.

Wick Capital Partners first reported a position in AGG in Q1 2022 and held it in 5 quarters. The position peaked at $245K in Q2 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Wick Capital Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Wick Capital Partners sold 2,055 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $205K.
Wick Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 5 quarters.
Wick Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $245K in Q2 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.