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AE Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AE Wealth Management’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
2021
Q1 		– Sell
-9,000
Closed -$5K – 1474
2020
Q4 		$5K Buy
+9,000
New +$1.06M ﹤0.01% 1348

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AE Wealth Management's AGG Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q1 2026, selling an estimated $1.56M and leaving 59,497 shares worth $5.91M. The position accounts for 0.03% of the portfolio, ranked #376.

AE Wealth Management first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. The position peaked at $134M in Q4 2020. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • AE Wealth Management held 59,497 shares of iShares Core US Aggregate Bond ETF worth $5.91M as of Q1 2026.
  • AE Wealth Management sold 15,626 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.56M.
  • iShares Core US Aggregate Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #376 holding.
  • AE Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $134M in Q4 2020.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.