Wolff Wiese Magana’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wolff Wiese Magana’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	$270K	Buy	2,727 +1	+0%	+$99	0.12%	105
2026 Q1	$271K	Sell	2,726 -8	-0.3%	-$800	0.15%	94
2025 Q4	$273K	Hold	2,734	–	–	0.15%	96
2025 Q3	$274K	Buy	2,734 +71	+3%	+$7.04K	0.16%	104
2025 Q2	$264K	Hold	2,663	–	–	0.16%	93
2025 Q1	$263K	Sell	2,663 -480	-15%	-$46.9K	0.18%	85
2024 Q4	$305K	Buy	3,143 +125	+4%	+$12.3K	0.2%	76
2024 Q3	$306K	Buy	3,018 +700	+30%	+$69.8K	0.21%	78
2024 Q2	$225K	Buy	2,318 +1,930	+497%	+$186K	0.18%	85
2024 Q1	$38K	Hold	388	–	–	0.03%	168
2023 Q4	$38.5K	Buy	388 +378	+3,780%	+$36K	0.04%	160
2023 Q3	$941	Hold	10	–	–	﹤0.01%	624
2023 Q2	$980	Hold	10	–	–	﹤0.01%	614
2023 Q1	$997	Hold	10	–	–	﹤0.01%	575
2022 Q4	$970	Sell	10 -4,584	-100%	-$443K	﹤0.01%	581
2022 Q3	$443K	Hold	4,594	–	–	0.36%	66
2022 Q2	$467K	Hold	4,594	–	–	0.34%	65
2022 Q1	$492K	Buy	4,594 +32	+0.7%	+$3.52K	0.33%	69
2021 Q4	$520K	Hold	4,562	–	–	0.34%	71
2021 Q3	$524K	Sell	4,562 -168	-4%	-$19.5K	0.37%	69
2021 Q2	$546K	Buy	4,730 +138	+3%	+$15.8K	0.39%	67
2021 Q1	$523K	Hold	4,592	–	–	0.41%	58
2020 Q4	$543K	Buy	+4,592	New	+$541K	0.46%	58

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

Wolff Wiese Magana's AGG Position: Q2 2026 in Review

Wolff Wiese Magana increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.04% in Q2 2026, buying an estimated $99 and bringing the position to 2,727 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #105.

Wolff Wiese Magana first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $546K in Q2 2021. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Wolff Wiese Magana held 2,727 shares of iShares Core US Aggregate Bond ETF worth $270K as of Q2 2026.
Wolff Wiese Magana bought 1 iShares Core US Aggregate Bond ETF share in Q2 2026, an estimated $99.
iShares Core US Aggregate Bond ETF made up 0.12% of Wolff Wiese Magana's portfolio in Q2 2026, its #105 holding.
Wolff Wiese Magana first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares Core US Aggregate Bond ETF position peaked at $546K in Q2 2021.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.