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Archvest Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Archvest Wealth Advisors’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 		– Sell
-3,556
Closed -$355K – 75
2025
Q4 		$355K Sell
3,556
-11,066
-76% -$1.11M 0.23% 46
2025
Q3 		$1.47M Sell
14,622
-3,051
-17% -$303K 1.3% 20
2025
Q2 		$1.75M Sell
17,673
-23,245
-57% -$2.28M 1.53% 15
2025
Q1 		$4.05M Sell
40,918
-208,711
-84% -$20.4M 3.35% 10
2024
Q4 		$24.2M Sell
249,629
-144,244
-37% -$14.2M 17.53% 1
2024
Q3 		$39.9M Buy
393,873
+48,066
+14% +$4.8M 25.32% 1
2024
Q2 		$33.3M Buy
345,807
+22,197
+7% +$2.14M 22.06% 1
2024
Q1 		$31.4M Buy
323,610
+22,639
+8% +$2.22M 22.17% 1
2023
Q4 		$29.9M Buy
300,971
+69,322
+30% +$6.6M 22.51% 1
2023
Q3 		$21.8M Buy
231,649
+33,653
+17% +$3.24M 17.74% 1
2023
Q2 		$19.4M Buy
197,996
+28,036
+16% +$2.77M 15.91% 1
2023
Q1 		$16.9M Buy
169,960
+9,978
+6% +$986K 15% 1
2022
Q4 		$15.5M Sell
159,982
-2,250
-1% -$218K 15.35% 1
2022
Q3 		$15.6M Buy
162,232
+1,236
+0.8% +$125K 16.02% 1
2022
Q2 		$16.4M Sell
160,996
-1,420
-0.9% -$146K 16.29% 1
2022
Q1 		$17.4M Sell
162,416
-2,883
-2% -$317K 15.68% 1
2021
Q4 		$18.9M Buy
+165,299
New +$18.9M 16.33% 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

Archvest Wealth Advisors's AGG Position: Q1 2026 in Review

Archvest Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 3,556 shares — an estimated $355K sold.

Archvest Wealth Advisors first reported a position in AGG in Q4 2021 and held it in 17 quarters. The position peaked at $39.9M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Archvest Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Archvest Wealth Advisors sold 3,556 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $355K.
  • Archvest Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 17 quarters.
  • Archvest Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $39.9M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.