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Berkeley Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Berkeley Capital Partners’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 		$645K Buy
6,498
+144
+2% +$14.4K 0.15% 114
2025
Q4 		$635K Buy
6,354
+115
+2% +$11.5K 0.15% 121
2025
Q3 		$625K Buy
6,239
+62
+1% +$6.15K 0.15% 110
2025
Q2 		$613K Buy
6,177
+50
+0.8% +$4.9K 0.16% 107
2025
Q1 		$606K Buy
6,127
+47
+0.8% +$4.59K 0.17% 104
2024
Q4 		$589K Buy
6,080
+76
+1% +$7.49K 0.16% 107
2024
Q3 		$608K Buy
6,004
+120
+2% +$12K 0.17% 102
2024
Q2 		$571K Buy
5,884
+44
+0.8% +$4.25K 0.17% 103
2024
Q1 		$572K Buy
+5,840
New +$572K 0.17% 101

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

Berkeley Capital Partners's AGG Position: Q1 2026 in Review

Berkeley Capital Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.3% in Q1 2026, buying an estimated $14.4K and bringing the position to 6,498 shares worth $645K. The position accounts for 0.15% of the portfolio, ranked #114.

Berkeley Capital Partners first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Berkeley Capital Partners held 6,498 shares of iShares Core US Aggregate Bond ETF worth $645K as of Q1 2026.
  • Berkeley Capital Partners bought 144 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $14.4K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Berkeley Capital Partners's portfolio in Q1 2026, its #114 holding.
  • Berkeley Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.