WAG
AGG icon

Wiser Advisor Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wiser Advisor 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 		$29.3K Buy
296
+3
+1% +$297 0.03% 114
2026
Q1 		$29.1K Buy
293
+2
+0.7% +$200 0.04% 107
2025
Q4 		$29.1K Buy
291
+4
+1% +$401 0.03% 114
2025
Q3 		$28.8K Buy
+287
New +$28.5K 0.04% 115
2025
Q2 		– Sell
-282
Closed -$27.9K – 50
2025
Q1 		$27.9K Buy
282
+2
+0.7% +$196 0.04% 128
2024
Q4 		$27.1K Buy
280
+4
+1% +$394 0.04% 128
2024
Q3 		$28K Buy
276
+2
+0.7% +$200 0.04% 133
2024
Q2 		$26.6K Buy
+274
New +$26.4K 0.04% 128

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

Wiser Advisor Group's AGG Position: Q2 2026 in Review

Wiser Advisor Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $297 and bringing the position to 296 shares worth $29.3K. The position accounts for 0.03% of the portfolio, ranked #114.

Wiser Advisor Group first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wiser Advisor Group held 296 shares of iShares Core US Aggregate Bond ETF worth $29.3K as of Q2 2026.
  • Wiser Advisor Group bought 3 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $297.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #114 holding.
  • Wiser Advisor Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.