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Beaumont Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beaumont Capital Management’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 		– Sell
-12,677
Closed -$1.27M – 33
2025
Q4 		$1.27M Sell
12,677
-13,701
-52% -$1.37M 1.56% 15
2025
Q3 		$2.64M Buy
26,378
+527
+2% +$52.3K 1.76% 24
2025
Q2 		$2.56M Sell
25,851
-1,449
-5% -$142K 1.75% 22
2025
Q1 		$2.7M Sell
27,300
-2,270
-8% -$222K 1.99% 18
2024
Q4 		$2.87M Sell
29,570
-25,254
-46% -$2.49M 2.21% 17
2024
Q3 		$5.55M Buy
54,824
+13,112
+31% +$1.31M 4.08% 5
2024
Q2 		$4.05M Sell
41,712
-3,294
-7% -$318K 3.17% 11
2024
Q1 		$4.41M Sell
45,006
-623
-1% -$61K 3.24% 8
2023
Q4 		$4.53M Sell
45,629
-1,770
-4% -$168K 3.44% 7
2023
Q3 		$4.46M Buy
47,399
+14,900
+46% +$1.43M 3.21% 10
2023
Q2 		$3.18M Sell
32,499
-932
-3% -$92.1K 2.21% 12
2023
Q1 		$3.33M Buy
+33,431
New +$3.3M 2.31% 12
2022
Q4 		– Sell
-30,359
Closed -$2.92M – 44
2022
Q3 		$2.92M Sell
30,359
-3,047
-9% -$308K 2.9% 13
2022
Q2 		$3.4M Sell
33,406
-3,807
-10% -$391K 2.8% 13
2022
Q1 		$3.98M Buy
37,213
+85
+0.2% +$9.35K 2.57% 20
2021
Q4 		$4.24M Buy
37,128
+31,544
+565% +$3.61M 2.45% 19
2021
Q3 		$641K Buy
5,584
+297
+6% +$34.4K 0.55% 20
2021
Q2 		$609K Sell
5,287
-2,812
-35% -$322K 0.6% 25
2021
Q1 		$922K Buy
+8,099
New +$938K 0.92% 19

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

Beaumont Capital Management's AGG Position: Q1 2026 in Review

Beaumont Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 12,677 shares — an estimated $1.27M sold.

Beaumont Capital Management first reported a position in AGG in Q1 2021 and held it in 19 quarters. The position peaked at $5.55M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Beaumont Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Beaumont Capital Management sold 12,677 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.27M.
  • Beaumont Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 19 quarters.
  • Beaumont Capital Management's iShares Core US Aggregate Bond ETF position peaked at $5.55M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.