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

Becker 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 		$870K Sell
8,761
-8,516
-49% -$852K 0.03% 179
2025
Q4 		$1.73M Sell
17,277
-3,505
-17% -$352K 0.05% 145
2025
Q3 		$2.08M Hold
20,782
– – 0.06% 139
2025
Q2 		$2.06M Sell
20,782
-1,880
-8% -$184K 0.06% 135
2025
Q1 		$2.24M Sell
22,662
-540
-2% -$52.8K 0.07% 132
2024
Q4 		$2.25M Sell
23,202
-1,073
-4% -$106K 0.07% 131
2024
Q3 		$2.46M Buy
24,275
+7,456
+44% +$744K 0.08% 130
2024
Q2 		$1.63M Sell
16,819
-1,685
-9% -$163K 0.06% 137
2024
Q1 		$1.81M Buy
18,504
+365
+2% +$35.7K 0.06% 132
2023
Q4 		$1.8M Sell
18,139
-505
-3% -$48.1K 0.06% 136
2023
Q3 		$1.75M Sell
18,644
-705
-4% -$67.9K 0.07% 130
2023
Q2 		$1.9M Sell
19,349
-1,732
-8% -$171K 0.07% 132
2023
Q1 		$2.1M Buy
+21,081
New +$2.08M 0.08% 126

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

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

Becker Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q1 2026, selling an estimated $852K and leaving 8,761 shares worth $870K. The position accounts for 0.03% of the portfolio, ranked #179.

Becker Capital Management first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.46M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Becker Capital Management held 8,761 shares of iShares Core US Aggregate Bond ETF worth $870K as of Q1 2026.
  • Becker Capital Management sold 8,516 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $852K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Becker Capital Management's portfolio in Q1 2026, its #179 holding.
  • Becker Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Becker Capital Management's iShares Core US Aggregate Bond ETF position peaked at $2.46M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.