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

Arkadios 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 		$8.62M Buy
86,786
+72,742
+518% +$7.28M 0.14% 173
2025
Q4 		$1.4M Sell
14,044
-783
-5% -$78.6K 0.03% 567
2025
Q3 		$1.49M Buy
14,827
+2,069
+16% +$205K 0.04% 495
2025
Q2 		$1.27M Buy
12,758
+1,157
+10% +$113K 0.04% 484
2025
Q1 		$1.15M Buy
11,601
+4,875
+72% +$477K 0.04% 418
2024
Q4 		$652K Sell
6,726
-4,323
-39% -$426K 0.04% 450
2024
Q3 		$1.12M Buy
11,049
+1,429
+15% +$143K 0.06% 290
2024
Q2 		$934K Buy
9,620
+5,842
+155% +$564K 0.06% 301
2024
Q1 		$370K Sell
3,778
-919
-20% -$89.9K 0.03% 473
2023
Q4 		$466K Buy
4,697
+2,431
+107% +$231K 0.04% 385
2023
Q3 		$213K Buy
+2,266
New +$218K 0.02% 600
2022
Q4 		– Sell
-2,294
Closed -$221K – 565
2022
Q3 		$221K Sell
2,294
-60
-3% -$6.07K 0.03% 462
2022
Q2 		$239K Buy
2,354
+111
+5% +$11.4K 0.04% 462
2022
Q1 		$240K Sell
2,243
-1,263
-36% -$139K 0.03% 482
2021
Q4 		$400K Sell
3,506
-397
-10% -$45.4K 0.05% 382
2021
Q3 		$448K Sell
3,903
-604
-13% -$70K 0.06% 317
2021
Q2 		$519K Sell
4,507
-29,338
-87% -$3.36M 0.06% 324
2021
Q1 		$3.85M Buy
33,845
+11,574
+52% +$1.34M 0.63% 34
2020
Q4 		$2.63M Buy
22,271
+21,632
+3,385% +$2.55M 0.55% 44
2020
Q3 		$75.4K Buy
639
+1
+0.2% +$119 0.04% 337
2020
Q2 		$75.8K Buy
638
+83
+15% +$9.72K 0.04% 301
2020
Q1 		$64K Buy
+555
New +$63.3K 0.04% 302

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

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

Arkadios Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 518% in Q1 2026, buying an estimated $7.28M and bringing the position to 86,786 shares worth $8.62M. The position accounts for 0.14% of the portfolio, ranked #173.

Arkadios Wealth Advisors first reported a position in AGG in Q1 2020 and has held it in 22 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Arkadios Wealth Advisors held 86,786 shares of iShares Core US Aggregate Bond ETF worth $8.62M as of Q1 2026.
  • Arkadios Wealth Advisors bought 72,742 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.28M.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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