Abundance Wealth Counselors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Abundance Wealth Counselors’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 Q1	$1.11M	Buy	11,224 +120	+1%	+$12K	0.16%	95
2025 Q4	$1.11M	Buy	11,104 +158	+1%	+$15.9K	0.19%	87
2025 Q3	$1.1M	Hold	10,946	–	–	0.19%	92
2025 Q2	$1.09M	Sell	10,946 -802	-7%	-$78.6K	0.2%	87
2025 Q1	$1.16M	Buy	11,748 +436	+4%	+$42.6K	0.24%	74
2024 Q4	$1.1M	Buy	11,312 +1,350	+14%	+$133K	0.24%	72
2024 Q3	$1.01M	Buy	+9,962	New	+$994K	0.21%	83
2024 Q2	–	Sell	-5,048	Closed	-$494K	–	73
2024 Q1	$494K	Buy	5,048 +323	+7%	+$31.6K	0.11%	105
2023 Q4	$469K	Buy	+4,725	New	+$450K	0.12%	103

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Abundance Wealth Counselors's AGG Position: Q1 2026 in Review

Abundance Wealth Counselors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.1% in Q1 2026, buying an estimated $12K and bringing the position to 11,224 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #95.

Abundance Wealth Counselors first reported a position in AGG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Abundance Wealth Counselors held 11,224 shares of iShares Core US Aggregate Bond ETF worth $1.11M as of Q1 2026.
Abundance Wealth Counselors bought 120 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $12K.
iShares Core US Aggregate Bond ETF made up 0.16% of Abundance Wealth Counselors's portfolio in Q1 2026, its #95 holding.
Abundance Wealth Counselors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Abundance Wealth Counselors's iShares Core US Aggregate Bond ETF position peaked at $1.16M in Q1 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.