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

BBR 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 		$1.63M Buy
16,419
+1,684
+11% +$168K 0.09% 81
2025
Q4 		$1.47M Buy
14,735
+2,784
+23% +$279K 0.08% 97
2025
Q3 		$1.2M Hold
11,951
– – 0.07% 104
2025
Q2 		$1.19M Sell
11,951
-34
-0.3% -$3.33K 0.07% 99
2025
Q1 		$1.19M Sell
11,985
-48
-0.4% -$4.69K 0.08% 90
2024
Q4 		$1.17M Sell
12,033
-1,081
-8% -$106K 0.08% 88
2024
Q3 		$1.33M Buy
13,114
+1,018
+8% +$102K 0.1% 71
2024
Q2 		$1.17M Buy
12,096
+4,877
+68% +$471K 0.1% 73
2024
Q1 		$707K Buy
7,219
+324
+5% +$31.7K 0.06% 114
2023
Q4 		$684K Buy
6,895
+1,223
+22% +$116K 0.07% 86
2023
Q3 		$533K Sell
5,672
-602
-10% -$58K 0.06% 98
2023
Q2 		$615K Buy
6,274
+1,602
+34% +$158K 0.07% 88
2023
Q1 		$466K Buy
4,672
+1,205
+35% +$119K 0.05% 95
2022
Q4 		$336K Sell
3,467
-1,290
-27% -$125K 0.04% 129
2022
Q3 		$458K Buy
4,757
+1,218
+34% +$123K 0.06% 109
2022
Q2 		$360K Buy
3,539
+1,252
+55% +$129K 0.04% 157
2022
Q1 		$245K Sell
2,287
-1,387
-38% -$153K 0.02% 202
2021
Q4 		$419K Buy
+3,674
New +$420K 0.05% 130

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

BBR Partners's AGG Position: Q1 2026 in Review

BBR Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $168K and bringing the position to 16,419 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #81.

BBR Partners first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • BBR Partners held 16,419 shares of iShares Core US Aggregate Bond ETF worth $1.63M as of Q1 2026.
  • BBR Partners bought 1,684 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of BBR Partners's portfolio in Q1 2026, its #81 holding.
  • BBR Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.