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Blalock Williams’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blalock Williams’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 		$2.96M Buy
29,782
+4,618
+18% +$462K 2.29% 9
2025
Q4 		$2.51M Buy
25,164
+5,196
+26% +$521K 2.01% 14
2025
Q3 		$2M Buy
19,968
+9,481
+90% +$941K 1.75% 16
2025
Q2 		$1.04M Sell
10,487
-8,219
-44% -$805K 1.04% 27
2025
Q1 		$1.85M Sell
18,706
-2,023
-10% -$198K 2.07% 10
2024
Q4 		$2.01M Buy
+20,729
New +$2.04M 2.34% 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 $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 $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

Blalock Williams's AGG Position: Q1 2026 in Review

Blalock Williams increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q1 2026, buying an estimated $462K and bringing the position to 29,782 shares worth $2.96M. The position accounts for 2.29% of the portfolio, ranked #9.

Blalock Williams first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,074 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Blalock Williams held 29,782 shares of iShares Core US Aggregate Bond ETF worth $2.96M as of Q1 2026.
  • Blalock Williams bought 4,618 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $462K.
  • iShares Core US Aggregate Bond ETF made up 2.29% of Blalock Williams's portfolio in Q1 2026, its #9 holding.
  • Blalock Williams first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,074 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.