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

Beacon Bridge 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	$1.34M	Buy	13,487 +204	+2%	+$20.4K	0.45%	51
2025 Q4	$1.33M	Sell	13,283 -3,311	-20%	-$332K	0.44%	52
2025 Q3	$1.66M	Buy	16,594 +115	+0.7%	+$11.4K	0.59%	38
2025 Q2	$1.63M	Sell	16,479 -5,210	-24%	-$511K	0.65%	37
2025 Q1	$2.15M	Buy	21,689 +603	+3%	+$58.9K	0.92%	34
2024 Q4	$2.04M	Sell	21,086 -8,570	-29%	-$844K	0.87%	33
2024 Q3	$3M	Sell	29,656 -7,546	-20%	-$753K	1.29%	27
2024 Q2	$3.61M	Sell	37,202 -9,078	-20%	-$876K	1.66%	18
2024 Q1	$4.53M	Sell	46,280 -26,389	-36%	-$2.58M	2.14%	13
2023 Q4	$7.21M	Sell	72,669 -41,708	-36%	-$3.97M	3.6%	8
2023 Q3	$10.8M	Sell	114,377 -128,065	-53%	-$12.3M	5.68%	2
2023 Q2	$23.7M	Buy	242,442 +10,325	+4%	+$1.02M	12.14%	1
2023 Q1	$23.1M	Buy	232,117 +51,878	+29%	+$5.13M	13.87%	1
2022 Q4	$17.5M	Buy	+180,239	New	+$17.4M	12.71%	1

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

Beacon Bridge Wealth Partners's AGG Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q1 2026, buying an estimated $20.4K and bringing the position to 13,487 shares worth $1.34M. The position accounts for 0.45% of the portfolio, ranked #51.

Beacon Bridge Wealth Partners first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.7M in Q2 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Beacon Bridge Wealth Partners held 13,487 shares of iShares Core US Aggregate Bond ETF worth $1.34M as of Q1 2026.
Beacon Bridge Wealth Partners bought 204 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $20.4K.
iShares Core US Aggregate Bond ETF made up 0.45% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #51 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $23.7M in Q2 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.