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

Angeles 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
2026 Q1	$150K	Sell	1,514 -1,166	-44%	-$117K	0.01%	428
2025 Q4	$268K	Buy	2,680 +1,098	+69%	+$110K	0.01%	311
2025 Q3	$159K	Buy	1,582 +1,573	+17,478%	+$156K	0.01%	347
2025 Q2	$893	Hold	9	–	–	﹤0.01%	428
2025 Q1	$890	Buy	+9	New	+$880	﹤0.01%	367
2023 Q3	–	Sell	-7,090	Closed	-$694K	–	225
2023 Q2	$694K	Hold	7,090	–	–	0.09%	91
2023 Q1	$706K	Sell	7,090 -1,050	-13%	-$104K	0.11%	93
2022 Q4	$789K	Sell	8,140 -1,000	-11%	-$96.7K	0.14%	85
2022 Q3	$881K	Hold	9,140	–	–	0.17%	66
2022 Q2	$929K	Hold	9,140	–	–	0.19%	64
2022 Q1	$979K	Buy	+9,140	New	+$1.01M	0.19%	66

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

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

Angeles Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 44% in Q1 2026, selling an estimated $117K and leaving 1,514 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #428.

Angeles Wealth Management first reported a position in AGG in Q1 2022 and has held it in 11 quarters since. The position peaked at $979K in Q1 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Angeles Wealth Management held 1,514 shares of iShares Core US Aggregate Bond ETF worth $150K as of Q1 2026.
Angeles Wealth Management sold 1,166 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $117K.
iShares Core US Aggregate Bond ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #428 holding.
Angeles Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Angeles Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $979K in Q1 2022.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.