AWE
AGG icon

Avidian Wealth Enterprises’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Avidian Wealth Enterprises’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 		$5.72M Buy
57,614
+466
+0.8% +$46.6K 0.18% 84
2025
Q4 		$5.71M Sell
57,148
-3,349
-6% -$336K 0.21% 74
2025
Q3 		$6.06M Sell
60,497
-2,134
-3% -$212K 0.23% 71
2025
Q2 		$6.21M Sell
62,631
-8,095
-11% -$793K 0.25% 67
2025
Q1 		$7M Sell
70,726
-2,622
-4% -$256K 0.31% 54
2024
Q4 		$7.11M Sell
73,348
-4,281
-6% -$422K 0.32% 54
2024
Q3 		$7.86M Sell
77,629
-663
-0.8% -$66.1K 0.36% 49
2024
Q2 		$7.6M Buy
78,292
+24,490
+46% +$2.36M 0.32% 48
2024
Q1 		$5.27M Buy
53,802
+4,633
+9% +$453K 0.26% 63
2023
Q4 		$4.88M Sell
49,169
-1,488
-3% -$142K 0.3% 64
2023
Q3 		$4.76M Sell
50,657
-1,819
-3% -$175K 0.34% 63
2023
Q2 		$5.14M Buy
52,476
+11,559
+28% +$1.14M 0.34% 66
2023
Q1 		$4.08M Buy
40,917
+10,166
+33% +$1M 0.22% 88
2022
Q4 		$2.98M Buy
30,751
+1,836
+6% +$178K 0.19% 96
2022
Q3 		$2.79M Buy
28,915
+1,312
+5% +$133K 0.2% 77
2022
Q2 		$2.81M Sell
27,603
-1,789
-6% -$184K 0.2% 86
2022
Q1 		$3.15M Buy
29,392
+4,112
+16% +$453K 0.19% 89
2021
Q4 		$2.88M Buy
25,280
+6,564
+35% +$751K 0.18% 100
2021
Q3 		$2.15M Sell
18,716
-1,740
-9% -$202K 0.16% 90
2021
Q2 		$2.36M Sell
20,456
-1,455
-7% -$167K 0.18% 89
2021
Q1 		$2.49M Sell
21,911
-82,350
-79% -$9.54M 0.21% 78
2020
Q4 		$12.3M Sell
104,261
-132,584
-56% -$15.6M 1.17% 20
2020
Q3 		$28M Sell
236,845
-76,404
-24% -$9.06M 3.17% 8
2020
Q2 		$37M Sell
313,249
-63,642
-17% -$7.45M 5% 5
2020
Q1 		$43.5M Sell
376,891
-14,666
-4% -$1.67M 6.98% 3
2019
Q4 		$44M Buy
391,557
+10,376
+3% +$1.17M 6.25% 4
2019
Q3 		$43.1M Buy
+381,181
New +$42.9M 7.11% 3

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

Avidian Wealth Enterprises's AGG Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.82% in Q1 2026, buying an estimated $46.6K and bringing the position to 57,614 shares worth $5.72M. The position accounts for 0.18% of the portfolio, ranked #84.

Avidian Wealth Enterprises first reported a position in AGG in Q3 2019 and has held it in 27 quarters since. The position peaked at $44M in Q4 2019. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Avidian Wealth Enterprises held 57,614 shares of iShares Core US Aggregate Bond ETF worth $5.72M as of Q1 2026.
  • Avidian Wealth Enterprises bought 466 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $46.6K.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #84 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's iShares Core US Aggregate Bond ETF position peaked at $44M in Q4 2019.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.