Winch Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Winch Advisory Services’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	$189K	Buy	1,907 +1,043	+121%	+$103K	0.04%	112
2026 Q1	$85.8K	Hold	864	–	–	0.02%	139
2025 Q4	$86.3K	Hold	864	–	–	0.02%	141
2025 Q3	$86.6K	Hold	864	–	–	0.02%	140
2025 Q2	$85.7K	Hold	864	–	–	0.02%	133
2025 Q1	$85.5K	Hold	864	–	–	0.02%	126
2024 Q4	$83.7K	Sell	864 -50	-5%	-$4.92K	0.02%	126
2024 Q3	$92.6K	Buy	914 +50	+6%	+$4.99K	0.03%	121
2024 Q2	$83.9K	Hold	864	–	–	0.02%	119
2024 Q1	$84.6K	Hold	864	–	–	0.03%	115
2023 Q4	$85.7K	Hold	864	–	–	0.03%	112
2023 Q3	$81K	Buy	+864	New	+$83.2K	0.03%	108
2022 Q2	–	Sell	-270	Closed	-$29K	–	430
2022 Q1	$29K	Sell	270 -263	-49%	-$28.9K	0.01%	176
2021 Q4	$61K	Buy	533 +263	+97%	+$30.1K	0.02%	123
2021 Q3	$31K	Hold	270	–	–	0.01%	165
2021 Q2	$31K	Hold	270	–	–	0.01%	156
2021 Q1	$31K	Hold	270	–	–	0.01%	148
2020 Q4	$32K	Hold	270	–	–	0.01%	123
2020 Q3	$32K	Hold	270	–	–	0.01%	116
2020 Q2	$32K	Hold	270	–	–	0.02%	114
2020 Q1	$31K	Hold	270	–	–	0.02%	105
2019 Q4	$30K	Hold	270	–	–	0.01%	137
2019 Q3	$31K	Hold	270	–	–	0.02%	128
2019 Q2	$30K	Hold	270	–	–	0.02%	135
2019 Q1	$29K	Hold	270	–	–	0.02%	139
2018 Q4	$29K	Hold	270	–	–	0.02%	124
2018 Q3	$28K	Hold	270	–	–	0.01%	126
2018 Q2	$29K	Hold	270	–	–	0.02%	136
2018 Q1	$29K	Hold	270	–	–	0.02%	140
2017 Q4	$30K	Hold	270	–	–	0.02%	131
2017 Q3	$30K	Hold	270	–	–	0.02%	118
2017 Q2	$30K	Hold	270	–	–	0.02%	139
2017 Q1	$29K	Hold	270	–	–	0.02%	126
2016 Q4	$29K	Hold	270	–	–	0.02%	112
2016 Q3	$30K	Hold	270	–	–	0.02%	105
2016 Q2	$30K	Sell	270 -28	-9%	-$3.11K	0.04%	92
2016 Q1	$33K	Hold	298	–	–	0.05%	57
2015 Q4	$32K	Hold	298	–	–	0.04%	65
2015 Q3	$33K	Hold	298	–	–	0.05%	63
2015 Q2	$32K	Sell	298 -207	-41%	-$22.8K	0.02%	125
2015 Q1	$56K	Buy	+505	New	+$56.1K	0.03%	78
2014 Q4	–	Sell	-298	Closed	–	–	42
2014 Q3	$0	Hold	298	–	–	﹤0.01%	231
2014 Q2	$33K	Hold	298	–	–	0.02%	106
2014 Q1	$32K	Buy	+298	New	+$32.1K	0.02%	121

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's AGG Position: Q2 2026 in Review

Winch Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 121% in Q2 2026, buying an estimated $103K and bringing the position to 1,907 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #112.

Winch Advisory Services first reported a position in AGG in Q1 2014 and has held it in 44 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Winch Advisory Services held 1,907 shares of iShares Core US Aggregate Bond ETF worth $189K as of Q2 2026.
Winch Advisory Services bought 1,043 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $103K.
iShares Core US Aggregate Bond ETF made up 0.04% of Winch Advisory Services's portfolio in Q2 2026, its #112 holding.
Winch Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 44 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.