Balanced Rock Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Balanced Rock Investment 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	$517K	Sell	5,212 -102	-2%	-$10.2K	0.36%	58
2025 Q4	$531K	Hold	5,314	–	–	0.38%	55
2025 Q3	$533K	Sell	5,314 -110	-2%	-$10.9K	0.39%	56
2025 Q2	$538K	Sell	5,424 -510	-9%	-$50K	0.42%	53
2025 Q1	$587K	Sell	5,934 -851	-13%	-$83.2K	0.47%	38
2024 Q4	$657K	Buy	6,785 +270	+4%	+$26.6K	0.52%	37
2024 Q3	$660K	Hold	6,515	–	–	0.52%	38
2024 Q2	$632K	Sell	6,515 -210	-3%	-$20.3K	0.53%	39
2024 Q1	$659K	Hold	6,725	–	–	0.56%	38
2023 Q4	$667K	Buy	+6,725	New	+$640K	0.59%	40

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

Balanced Rock Investment Advisors's AGG Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q1 2026, selling an estimated $10.2K and leaving 5,212 shares worth $517K. The position accounts for 0.36% of the portfolio, ranked #58.

Balanced Rock Investment Advisors first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $667K in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Balanced Rock Investment Advisors held 5,212 shares of iShares Core US Aggregate Bond ETF worth $517K as of Q1 2026.
Balanced Rock Investment Advisors sold 102 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $10.2K.
iShares Core US Aggregate Bond ETF made up 0.36% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #58 holding.
Balanced Rock Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $667K in Q4 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.