AFO
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Arrowroot Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Arrowroot Family Office’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 		$15.8M Sell
159,393
-11,427
-7% -$1.14M 5.23% 3
2025
Q4 		$17.1M Buy
170,820
+33,353
+24% +$3.35M 6.21% 2
2025
Q3 		$13.8M Buy
137,467
+14,439
+12% +$1.43M 5.5% 2
2025
Q2 		$12.2M Buy
+123,028
New +$12.1M 5.47% 2
2024
Q4 		$8.22M Buy
84,795
+26,882
+46% +$2.65M 4.27% 3
2024
Q3 		$5.86M Buy
57,913
+13,882
+32% +$1.38M 3.42% 5
2024
Q2 		$4.27M Buy
44,031
+11,096
+34% +$1.07M 2.74% 8
2024
Q1 		$3.23M Buy
32,935
+4,000
+14% +$391K 2.07% 14
2023
Q4 		$2.87M Buy
28,935
+6,294
+28% +$599K 2.03% 13
2023
Q3 		$2.13M Buy
22,641
+8,803
+64% +$848K 1.68% 16
2023
Q2 		$1.36M Buy
+13,838
New +$1.37M 1.03% 33

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

Arrowroot Family Office's AGG Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.7% in Q1 2026, selling an estimated $1.14M and leaving 159,393 shares worth $15.8M. The position accounts for 5.23% of the portfolio, ranked #3.

Arrowroot Family Office first reported a position in AGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $17.1M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Arrowroot Family Office held 159,393 shares of iShares Core US Aggregate Bond ETF worth $15.8M as of Q1 2026.
  • Arrowroot Family Office sold 11,427 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Core US Aggregate Bond ETF made up 5.23% of Arrowroot Family Office's portfolio in Q1 2026, its #3 holding.
  • Arrowroot Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Arrowroot Family Office's iShares Core US Aggregate Bond ETF position peaked at $17.1M in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.