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American Investment Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

American Investment Services’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 		$2.26M Buy
22,794
+2,388
+12% +$239K 0.5% 44
2025
Q4 		$2.04M Buy
20,406
+4,091
+25% +$411K 0.47% 48
2025
Q3 		$1.64M Buy
16,315
+1,429
+10% +$142K 0.39% 53
2025
Q2 		$1.48M Buy
14,886
+411
+3% +$40.3K 0.38% 57
2025
Q1 		$1.43M Sell
14,475
-331
-2% -$32.4K 0.25% 71
2024
Q4 		$1.43M Sell
14,806
-4,087
-22% -$403K 0.25% 70
2024
Q3 		$1.91M Buy
18,893
+2,146
+13% +$214K 0.32% 61
2024
Q2 		$1.63M Sell
16,747
-109
-0.6% -$10.5K 0.29% 64
2024
Q1 		$1.65M Buy
16,856
+2,706
+19% +$265K 0.29% 64
2023
Q4 		$1.4M Sell
14,150
-503
-3% -$47.9K 0.26% 66
2023
Q3 		$1.38M Buy
14,653
+326
+2% +$31.4K 0.29% 61
2023
Q2 		$1.4M Buy
14,327
+10,844
+311% +$1.07M 0.28% 63
2023
Q1 		$338K Hold
3,483
– – 0.07% 109
2022
Q4 		$338K Sell
3,483
-8,020
-70% -$776K 0.07% 109
2022
Q3 		$1.11M Sell
11,503
-10,325
-47% -$1.04M 0.26% 58
2022
Q2 		$2.22M Buy
21,828
+30
+0.1% +$3.08K 0.51% 39
2022
Q1 		$2.33M Buy
21,798
+2,573
+13% +$283K 0.51% 38
2021
Q4 		$2.19M Buy
19,225
+10,455
+119% +$1.2M 0.48% 45
2021
Q3 		$1.01M Buy
8,770
+730
+9% +$84.6K 0.23% 62
2021
Q2 		$927K Buy
8,040
+127
+2% +$14.6K 0.21% 62
2021
Q1 		$901K Buy
7,913
+1,428
+22% +$165K 0.24% 59
2020
Q4 		$766K Sell
6,485
-8
-0.1% -$942 0.23% 60
2020
Q3 		$767K Buy
6,493
+5
+0.1% +$593 0.26% 64
2020
Q2 		$767K Sell
6,488
-540
-8% -$63.2K 0.27% 62
2020
Q1 		$811K Buy
7,028
+140
+2% +$16K 0.31% 59
2019
Q4 		$774K Buy
6,888
+1,346
+24% +$152K 0.23% 75
2019
Q3 		$627K Buy
5,542
+700
+14% +$78.7K 0.2% 80
2019
Q2 		$539K Buy
4,842
+185
+4% +$20.2K 0.17% 86
2019
Q1 		$508K Buy
4,657
+415
+10% +$44.5K 0.16% 86
2018
Q4 		$452K Buy
+4,242
New +$445K 0.16% 82

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

American Investment Services's AGG Position: Q1 2026 in Review

American Investment Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q1 2026, buying an estimated $239K and bringing the position to 22,794 shares worth $2.26M. The position accounts for 0.5% of the portfolio, ranked #44.

American Investment Services first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.33M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • American Investment Services held 22,794 shares of iShares Core US Aggregate Bond ETF worth $2.26M as of Q1 2026.
  • American Investment Services bought 2,388 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $239K.
  • iShares Core US Aggregate Bond ETF made up 0.5% of American Investment Services's portfolio in Q1 2026, its #44 holding.
  • American Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • American Investment Services's iShares Core US Aggregate Bond ETF position peaked at $2.33M in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.