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

Ariadne 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	$1.29M	Hold	12,998	–	–	0.58%	34
2025 Q4	$1.31M	Buy	12,998 +18	+0.1%	+$1.81K	0.54%	39
2025 Q3	$1.3M	Hold	12,980	–	–	0.58%	40
2025 Q2	$1.29M	Hold	12,980	–	–	0.62%	38
2025 Q1	$1.27M	Hold	12,980	–	–	0.66%	38
2024 Q4	$1.27M	Hold	12,980	–	–	0.58%	40
2024 Q3	$1.28M	Buy	12,980 +1	+0%	+$100	0.69%	34
2024 Q2	$1.26M	Buy	+12,979	New	+$1.25M	0.97%	26

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

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

Ariadne Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 12,998 shares worth $1.29M. The position accounts for 0.58% of the portfolio, ranked #34.

Ariadne Wealth Management first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Ariadne Wealth Management held 12,998 shares of iShares Core US Aggregate Bond ETF worth $1.29M as of Q1 2026.
Ariadne Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.58% of Ariadne Wealth Management's portfolio in Q1 2026, its #34 holding.
Ariadne Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.31M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.