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

Aprio 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 		$1.75M Buy
17,603
+6,623
+60% +$663K 0.1% 140
2025
Q4 		$1.1M Buy
10,980
+5
+0% +$502 0.06% 180
2025
Q3 		$1.1M Buy
10,975
+114
+1% +$11.3K 0.11% 118
2025
Q2 		$1.08M Sell
10,861
-1,056
-9% -$103K 0.12% 105
2025
Q1 		$1.18M Buy
11,917
+2,466
+26% +$241K 0.15% 94
2024
Q4 		$916K Buy
9,451
+3,273
+53% +$322K 0.13% 91
2024
Q3 		$626K Buy
6,178
+1,024
+20% +$102K 0.1% 109
2024
Q2 		$500K Sell
5,154
-3,623
-41% -$350K 0.09% 108
2024
Q1 		$860K Sell
8,777
-132,868
-94% -$13M 0.17% 75
2023
Q4 		$14.1M Buy
141,645
+6,452
+5% +$614K 3.14% 8
2023
Q3 		$12.7M Buy
135,193
+433
+0.3% +$41.7K 3.49% 8
2023
Q2 		$13.2M Buy
134,760
+16,115
+14% +$1.59M 3.62% 9
2023
Q1 		$11.8M Buy
118,645
+113,875
+2,387% +$11.3M 3.64% 9
2022
Q4 		$463K Sell
4,770
-138,529
-97% -$13.4M 0.16% 66
2022
Q3 		$13.8M Buy
143,299
+137,089
+2,208% +$13.9M 5.55% 7
2022
Q2 		$631K Sell
6,210
-5,280
-46% -$543K 0.25% 42
2022
Q1 		$1.23M Sell
11,490
-312,965
-96% -$34.4M 0.47% 35
2021
Q4 		$37M Buy
324,455
+733
+0.2% +$83.9K 15.47% 1
2021
Q3 		$37.2M Sell
323,722
-4,822
-1% -$559K 16.94% 1
2021
Q2 		$37.9M Buy
+328,544
New +$37.6M 17.92% 1
2020
Q4 		$33.4M Buy
282,215
+43,653
+18% +$5.14M 22.02% 1
2020
Q3 		$28.2M Buy
238,562
+79,715
+50% +$9.46M 19.98% 1
2020
Q2 		$18.8M Sell
158,847
-17,920
-10% -$2.1M 18.13% 1
2020
Q1 		$20.4M Sell
176,767
-48,946
-22% -$5.58M 25.85% 1
2019
Q4 		$25.4M Buy
+225,713
New +$25.4M 18.7% 1

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

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

Aprio Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 60% in Q1 2026, buying an estimated $663K and bringing the position to 17,603 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #140.

Aprio Wealth Management first reported a position in AGG in Q4 2019 and has held it in 25 quarters since. The position peaked at $37.9M in Q2 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Aprio Wealth Management held 17,603 shares of iShares Core US Aggregate Bond ETF worth $1.75M as of Q1 2026.
  • Aprio Wealth Management bought 6,623 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $663K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Aprio Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Aprio Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $37.9M in Q2 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.