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Bedell Frazier Investment Counselling’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bedell Frazier Investment Counselling’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 		$5.79M Buy
58,352
+5,886
+11% +$589K 1.17% 28
2025
Q4 		$5.24M Buy
52,466
+16,860
+47% +$1.69M 1.01% 36
2025
Q3 		$3.57M Buy
35,606
+10,692
+43% +$1.06M 0.73% 42
2025
Q2 		$2.47M Buy
24,914
+3,342
+15% +$327K 0.62% 46
2025
Q1 		$2.13M Buy
21,572
+312
+1% +$30.5K 0.54% 44
2024
Q4 		$2.06M Buy
21,260
+497
+2% +$49K 0.51% 45
2024
Q3 		$2.1M Sell
20,763
-645
-3% -$64.4K 0.5% 43
2024
Q2 		$2.08M Sell
21,408
-111
-0.5% -$10.7K 0.5% 46
2024
Q1 		$2.11M Sell
21,519
-483
-2% -$47.3K 0.53% 47
2023
Q4 		$2.18M Sell
22,002
-4,184
-16% -$398K 0.6% 40
2023
Q3 		$2.46M Buy
26,186
+360
+1% +$34.7K 0.74% 36
2023
Q2 		$2.53M Buy
25,826
+11,154
+76% +$1.1M 0.74% 34
2023
Q1 		$1.46M Sell
14,672
-1,859
-11% -$184K 0.43% 44
2022
Q4 		$1.6M Sell
16,531
-12,161
-42% -$1.18M 0.42% 48
2022
Q3 		$2.76M Sell
28,692
-245
-0.8% -$24.8K 0.78% 36
2022
Q2 		$2.94M Buy
28,937
+1,051
+4% +$108K 0.9% 35
2022
Q1 		$2.99M Buy
27,886
+6,150
+28% +$677K 0.75% 39
2021
Q4 		$2.48M Sell
21,736
-2,434
-10% -$278K 0.6% 48
2021
Q3 		$2.77M Sell
24,170
-250
-1% -$29K 0.76% 44
2021
Q2 		$2.82M Sell
24,420
-1,830
-7% -$210K 0.71% 46
2021
Q1 		$2.99M Buy
26,250
+520
+2% +$60.2K 0.84% 41
2020
Q4 		$3.04M Sell
25,730
-50
-0.2% -$5.89K 0.93% 40
2020
Q3 		$3.04M Buy
25,780
+20,095
+353% +$2.38M 1.09% 34
2020
Q2 		$672K Buy
+5,685
New +$666K 0.27% 45

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $80B AUM 26.12% 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

Bedell Frazier Investment Counselling's AGG Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $589K and bringing the position to 58,352 shares worth $5.79M. The position accounts for 1.17% of the portfolio, ranked #28.

Bedell Frazier Investment Counselling first reported a position in AGG in Q2 2020 and has held it in 24 quarters since. 2,077 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Bedell Frazier Investment Counselling held 58,352 shares of iShares Core US Aggregate Bond ETF worth $5.79M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 5,886 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $589K.
  • iShares Core US Aggregate Bond ETF made up 1.17% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #28 holding.
  • Bedell Frazier Investment Counselling first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,077 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.