Beaumont Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,048
| Closed | -$304K | – | 371 |
|
|
2025
Q4 | $304K | Buy |
+3,048
| New | +$306K | 0.02% | 293 |
|
|
2025
Q3 | – | Sell |
-3,063
| Closed | -$304K | – | 395 |
|
|
2025
Q2 | $304K | Sell |
3,063
-865
| -22% | -$84.8K | 0.02% | 292 |
|
|
2025
Q1 | $389K | Buy |
3,928
+141
| +4% | +$13.8K | 0.03% | 259 |
|
|
2024
Q4 | $367K | Sell |
3,787
-924
| -20% | -$91K | 0.03% | 262 |
|
|
2024
Q3 | $477K | Buy |
4,711
+26
| +0.6% | +$2.59K | 0.04% | 215 |
|
|
2024
Q2 | $455K | Buy |
4,685
+140
| +3% | +$13.5K | 0.04% | 224 |
|
|
2024
Q1 | $445K | Sell |
4,545
-314
| -6% | -$30.7K | 0.04% | 220 |
|
|
2023
Q4 | $482K | Sell |
4,859
-2,334
| -32% | -$222K | 0.04% | 199 |
|
|
2023
Q3 | $676K | Sell |
7,193
-1,664
| -19% | -$160K | 0.07% | 150 |
|
|
2023
Q2 | $868K | Buy |
8,857
+472
| +6% | +$46.7K | 0.08% | 147 |
|
|
2023
Q1 | $835K | Buy |
8,385
+1,036
| +14% | +$102K | 0.08% | 137 |
|
|
2022
Q4 | $713K | Sell |
7,349
-86,716
| -92% | -$8.39M | 0.07% | 152 |
|
|
2022
Q3 | $9.06M | Sell |
94,065
-1,036
| -1% | -$105K | 0.87% | 30 |
|
|
2022
Q2 | $9.67M | Buy |
95,101
+55,320
| +139% | +$5.68M | 0.87% | 33 |
|
|
2022
Q1 | $4.26M | Buy |
39,781
+4,232
| +12% | +$466K | 0.32% | 64 |
|
|
2021
Q4 | $4.05M | Buy |
35,549
+1,084
| +3% | +$124K | 0.29% | 58 |
|
|
2021
Q3 | $3.96M | Buy |
34,465
+3,231
| +10% | +$375K | 0.31% | 62 |
|
|
2021
Q2 | $3.6M | Sell |
31,234
-9,703
| -24% | -$1.11M | 0.27% | 61 |
|
|
2021
Q1 | $4.66M | Buy |
40,937
+13,101
| +47% | +$1.52M | 0.39% | 65 |
|
|
2020
Q4 | $3.29M | Buy |
27,836
+1,410
| +5% | +$166K | 0.29% | 77 |
|
|
2020
Q3 | $3.12M | Buy |
26,426
+4,060
| +18% | +$482K | 0.3% | 81 |
|
|
2020
Q2 | $2.64M | Buy |
22,366
+1,146
| +5% | +$134K | 0.28% | 77 |
|
|
2020
Q1 | $2.45M | Sell |
21,220
-8,883
| -30% | -$1.01M | 0.31% | 59 |
|
|
2019
Q4 | $3.38M | Buy |
30,103
+70
| +0.2% | +$7.89K | 0.33% | 69 |
|
|
2019
Q3 | $3.4M | Sell |
30,033
-25,723
| -46% | -$2.89M | 0.34% | 69 |
|
|
2019
Q2 | $6.21M | Buy |
55,756
+31,230
| +127% | +$3.41M | 0.64% | 46 |
|
|
2019
Q1 | $2.67M | Buy |
24,526
+16,764
| +216% | +$1.8M | 0.29% | 75 |
|
|
2018
Q4 | $827K | Sell |
7,762
-185,839
| -96% | -$19.5M | 0.13% | 94 |
|
|
2018
Q3 | $20.4M | Sell |
193,601
-3,919
| -2% | -$416K | 2.04% | 18 |
|
|
2018
Q2 | $21M | Buy |
197,520
+4,776
| +2% | +$506K | 2.22% | 10 |
|
|
2018
Q1 | $20.7M | Sell |
192,744
-88,074
| -31% | -$9.46M | 2.31% | 10 |
|
|
2017
Q4 | $30.7M | Buy |
280,818
+9,383
| +3% | +$1.03M | 3.6% | 1 |
|
|
2017
Q3 | $29.7M | Sell |
271,435
-261
| -0.1% | -$28.7K | 3.71% | 1 |
|
|
2017
Q2 | $29.8M | Buy |
271,696
+17,521
| +7% | +$1.92M | 3.86% | 1 |
|
|
2017
Q1 | $27.6M | Buy |
254,175
+7,024
| +3% | +$760K | 3.77% | 1 |
|
|
2016
Q4 | $26.7M | Buy |
247,151
+9,971
| +4% | +$1.09M | 4.04% | 1 |
|
|
2016
Q3 | $26.7M | Sell |
237,180
-550
| -0.2% | -$61.8K | 4.22% | 1 |
|
|
2016
Q2 | $26.8M | Sell |
237,730
-27,959
| -11% | -$3.1M | 4.39% | 1 |
|
|
2016
Q1 | $29.5M | Sell |
265,689
-7,832
| -3% | -$857K | 4.8% | 1 |
|
|
2015
Q4 | $29.5M | Sell |
273,521
-20,957
| -7% | -$2.28M | 4.87% | 1 |
|
|
2015
Q3 | $32.4M | Hold |
294,478
| – | – | 4.69% | 1 |
|
|
2015
Q2 | $32.4M | Sell |
294,478
-794,747
| -73% | -$87.4M | 4.69% | 1 |
|
|
2015
Q1 | $121M | Buy |
1,089,225
+175,876
| +19% | +$19.5M | 4.23% | 6 |
|
|
2014
Q4 | $101M | Buy |
913,349
+794,146
| +666% | +$87.4M | 4.84% | 1 |
|
|
2014
Q3 | $13M | Buy |
119,203
+107,667
| +933% | +$11.8M | 0.85% | 45 |
|
|
2014
Q2 | $1.26M | Sell |
11,536
-174,200
| -94% | -$18.9M | 0.09% | 97 |
|
|
2014
Q1 | $20M | Sell |
185,736
-46,916
| -20% | -$5.05M | 1.65% | 19 |
|
|
2013
Q4 | $24.8M | Buy |
232,652
+66,992
| +40% | +$7.18M | 2.04% | 15 |
|
|
2013
Q3 | $17.8M | Sell |
165,660
-33,247
| -17% | -$3.54M | 1.58% | 20 |
|
|
2013
Q2 | $21.3M | Buy |
+198,907
| New | +$21.8M | 1.97% | 16 |
|
Other funds holding AGG
Beaumont Financial Advisors's AGG Position: Q1 2026 in Review
Beaumont Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 3,048 shares — an estimated $304K sold.
Beaumont Financial Advisors first reported a position in AGG in Q2 2013 and held it in 50 quarters. The position peaked at $121M in Q1 2015. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Beaumont Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
- Beaumont Financial Advisors sold 3,048 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $304K.
- Beaumont Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 50 quarters.
- Beaumont Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $121M in Q1 2015.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.