Atlanta Consulting Group Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atlanta Consulting Group 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	$2.75M	Buy	27,691 +23,090	+502%	+$2.31M	0.59%	28
2025 Q4	$460K	Buy	4,601 +394	+9%	+$39.5K	0.1%	96
2025 Q3	$422K	Buy	4,207 +17	+0.4%	+$1.69K	0.1%	90
2025 Q2	$416K	Sell	4,190 -360	-8%	-$35.3K	0.11%	82
2025 Q1	$450K	Sell	4,550 -2,411	-35%	-$236K	0.13%	75
2024 Q4	$675K	Sell	6,961 -6,184	-47%	-$609K	0.25%	62
2024 Q3	$1.33M	Buy	13,145 +5,079	+63%	+$507K	0.33%	56
2024 Q2	$783K	Buy	8,066 +2,876	+55%	+$278K	0.17%	50
2024 Q1	$508K	Buy	+5,190	New	+$508K	0.18%	72

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

Atlanta Consulting Group Advisors's AGG Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 502% in Q1 2026, buying an estimated $2.31M and bringing the position to 27,691 shares worth $2.75M. The position accounts for 0.59% of the portfolio, ranked #28.

Atlanta Consulting Group Advisors first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Atlanta Consulting Group Advisors held 27,691 shares of iShares Core US Aggregate Bond ETF worth $2.75M as of Q1 2026.
Atlanta Consulting Group Advisors bought 23,090 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.31M.
iShares Core US Aggregate Bond ETF made up 0.59% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #28 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.