WP Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WP Advisors’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	$266K	Buy	2,691 +27	+1%	+$2.67K	0.06%	101
2026 Q1	$264K	Buy	+2,664	New	+$267K	0.07%	102
2025 Q4	–	Sell	-3,551	Closed	-$356K	–	117
2025 Q3	$356K	Buy	3,551 +34	+1%	+$3.37K	0.09%	89
2025 Q2	$349K	Sell	3,517 -48,913	-93%	-$4.79M	0.1%	86
2025 Q1	$5.19M	Buy	+52,430	New	+$5.13M	1.73%	16
2024 Q3	–	Sell	-67,303	Closed	-$6.53M	–	99
2024 Q2	$6.53M	Sell	67,303 -2,110	-3%	-$204K	2.09%	14
2024 Q1	$6.8M	Buy	+69,413	New	+$6.79M	2.23%	12
2019 Q2	–	Sell	-470	Closed	-$51.3K	–	66
2019 Q1	$51.3K	Buy	+470	New	+$50.4K	0.06%	113
2018 Q4	–	Sell	-464	Closed	-$49K	–	67
2018 Q3	$49K	Buy	464 +4	+0.9%	+$424	0.05%	125
2018 Q2	$49K	Buy	+460	New	+$48.8K	0.05%	130

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

WP Advisors's AGG Position: Q2 2026 in Review

WP Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $2.67K and bringing the position to 2,691 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #101.

WP Advisors first reported a position in AGG in Q2 2018 and has held it in 10 quarters since. The position peaked at $6.8M in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

WP Advisors held 2,691 shares of iShares Core US Aggregate Bond ETF worth $266K as of Q2 2026.
WP Advisors bought 27 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.67K.
iShares Core US Aggregate Bond ETF made up 0.06% of WP Advisors's portfolio in Q2 2026, its #101 holding.
WP Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 10 quarters since.
WP Advisors's iShares Core US Aggregate Bond ETF position peaked at $6.8M in Q1 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.