World Equity Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

World Equity 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	–	Sell	-3,388	Closed	-$336K	–	379
2026 Q1	$336K	Buy	+3,388	New	+$339K	0.09%	270
2024 Q3	–	Sell	-2,063	Closed	-$200K	–	260
2024 Q2	$200K	Sell	2,063 -2,257	-52%	-$218K	0.06%	261
2024 Q1	$423K	Sell	4,320 -146	-3%	-$14.3K	0.09%	202
2023 Q4	$443K	Buy	+4,466	New	+$425K	0.09%	206
2023 Q2	–	Sell	-29,657	Closed	-$612K	–	318
2023 Q1	$612K	Buy	+29,657	New	+$2.93M	0.09%	235
2022 Q4	–	Sell	-2,447	Closed	-$236K	–	329
2022 Q3	$236K	Sell	2,447 -198	-7%	-$20K	0.06%	285
2022 Q2	$269K	Sell	2,645 -60	-2%	-$6.17K	0.07%	270
2022 Q1	$290K	Buy	+2,705	New	+$298K	0.06%	279

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

World Equity Group's AGG Position: Q2 2026 in Review

World Equity Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 3,388 shares — an estimated $336K sold.

World Equity Group first reported a position in AGG in Q1 2022 and held it in 8 quarters. The position peaked at $612K in Q1 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

World Equity Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
World Equity Group sold 3,388 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $336K.
World Equity Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 8 quarters.
World Equity Group's iShares Core US Aggregate Bond ETF position peaked at $612K in Q1 2023.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.