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Axis Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Axis Wealth Partners’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 		$2.3M Buy
23,168
+298
+1% +$29.8K 1.22% 20
2025
Q4 		$2.28M Buy
22,870
+678
+3% +$68K 1.26% 22
2025
Q3 		$2.22M Buy
22,192
+1,085
+5% +$108K 1.3% 20
2025
Q2 		$2.09M Sell
21,107
-6,968
-25% -$683K 1.38% 21
2025
Q1 		$2.78M Buy
28,075
+1,758
+7% +$172K 2.05% 11
2024
Q4 		$2.55M Buy
+26,317
New +$2.59M 2.15% 11

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

Axis Wealth Partners's AGG Position: Q1 2026 in Review

Axis Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q1 2026, buying an estimated $29.8K and bringing the position to 23,168 shares worth $2.3M. The position accounts for 1.22% of the portfolio, ranked #20.

Axis Wealth Partners first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q1 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Axis Wealth Partners held 23,168 shares of iShares Core US Aggregate Bond ETF worth $2.3M as of Q1 2026.
  • Axis Wealth Partners bought 298 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $29.8K.
  • iShares Core US Aggregate Bond ETF made up 1.22% of Axis Wealth Partners's portfolio in Q1 2026, its #20 holding.
  • Axis Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $2.78M in Q1 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.