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Bennett Associates Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bennett Associates Wealth 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 		$3.8M Buy
38,303
+1,629
+4% +$163K 2.56% 13
2025
Q4 		$3.66M Buy
36,674
+1,427
+4% +$143K 2.54% 11
2025
Q3 		$3.53M Buy
35,247
+3,733
+12% +$370K 2.57% 11
2025
Q2 		$3.13M Sell
31,514
-261
-0.8% -$25.6K 2.4% 12
2025
Q1 		$3.14M Buy
31,775
+1,816
+6% +$178K 2.59% 12
2024
Q4 		$2.9M Buy
29,959
+640
+2% +$63K 2.41% 12
2024
Q3 		$2.97M Sell
29,319
-9,642
-25% -$962K 2.43% 13
2024
Q2 		$3.78M Buy
38,961
+1,054
+3% +$102K 3.41% 11
2024
Q1 		$3.71M Buy
37,907
+2,802
+8% +$274K 3.35% 10
2023
Q4 		$3.48M Buy
+35,105
New +$3.34M 3.4% 9

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

Bennett Associates Wealth Management's AGG Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q1 2026, buying an estimated $163K and bringing the position to 38,303 shares worth $3.8M. The position accounts for 2.56% of the portfolio, ranked #13.

Bennett Associates Wealth Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Bennett Associates Wealth Management held 38,303 shares of iShares Core US Aggregate Bond ETF worth $3.8M as of Q1 2026.
  • Bennett Associates Wealth Management bought 1,629 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $163K.
  • iShares Core US Aggregate Bond ETF made up 2.56% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Bennett Associates Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.