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Blankinship & Foster’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blankinship & Foster’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 		$10M Buy
101,032
+413
+0.4% +$41.3K 2.22% 10
2025
Q4 		$10M Buy
100,619
+198
+0.2% +$19.9K 2.17% 10
2025
Q3 		$10.1M Sell
100,421
-1,211
-1% -$120K 2.2% 10
2025
Q2 		$10.1M Sell
101,632
-8,621
-8% -$845K 2.36% 10
2025
Q1 		$10.9M Sell
110,253
-976
-0.9% -$95.4K 2.75% 10
2024
Q4 		$10.8M Sell
111,229
-7,730
-6% -$761K 2.65% 10
2024
Q3 		$12M Sell
118,959
-3,017
-2% -$301K 2.94% 10
2024
Q2 		$11.8M Sell
121,976
-387
-0.3% -$37.4K 3.05% 10
2024
Q1 		$12M Sell
122,363
-1,770
-1% -$173K 3.14% 10
2023
Q4 		$12.3M Buy
124,133
+108,233
+681% +$10.3M 3.51% 9
2023
Q3 		$1.5M Buy
15,900
+41
+0.3% +$3.95K 0.49% 19
2023
Q2 		$1.55M Buy
15,859
+38
+0.2% +$3.76K 0.5% 19
2023
Q1 		$1.58M Sell
15,821
-46,511
-75% -$4.6M 0.69% 18
2022
Q4 		$6.05M Buy
62,332
+29,351
+89% +$2.84M 2.63% 11
2022
Q3 		$3.18M Buy
32,981
+12,695
+63% +$1.28M 1.54% 13
2022
Q2 		$2.06M Buy
20,286
+4,828
+31% +$496K 0.95% 15
2022
Q1 		$1.66M Sell
15,458
-6,704
-30% -$738K 0.67% 19
2021
Q4 		$2.53M Buy
22,162
+7,034
+46% +$805K 0.96% 15
2021
Q3 		$1.74M Sell
15,128
-2,500
-14% -$290K 0.71% 18
2021
Q2 		$2.03M Buy
17,628
+54
+0.3% +$6.19K 0.81% 17
2021
Q1 		$2M Sell
17,574
-1,271
-7% -$147K 0.83% 17
2020
Q4 		$2.23M Buy
18,845
+7,425
+65% +$875K 0.93% 13
2020
Q3 		$1.35M Buy
11,420
+67
+0.6% +$7.95K 0.64% 19
2020
Q2 		$1.34M Sell
11,353
-243
-2% -$28.4K 0.7% 17
2020
Q1 		$1.34M Sell
11,596
-353
-3% -$40.2K 0.89% 14
2019
Q4 		$1.34M Sell
11,949
-378
-3% -$42.6K 0.74% 16
2019
Q3 		$1.4M Buy
12,327
+54
+0.4% +$6.07K 0.83% 15
2019
Q2 		$1.37M Buy
12,273
+240
+2% +$26.2K 0.82% 13
2019
Q1 		$1.31M Sell
12,033
-14,188
-54% -$1.52M 0.81% 13
2018
Q4 		$2.79M Buy
+26,221
New +$2.75M 1.88% 10

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

Blankinship & Foster's AGG Position: Q1 2026 in Review

Blankinship & Foster increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.41% in Q1 2026, buying an estimated $41.3K and bringing the position to 101,032 shares worth $10M. The position accounts for 2.22% of the portfolio, ranked #10.

Blankinship & Foster first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.3M in Q4 2023. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Blankinship & Foster held 101,032 shares of iShares Core US Aggregate Bond ETF worth $10M as of Q1 2026.
  • Blankinship & Foster bought 413 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $41.3K.
  • iShares Core US Aggregate Bond ETF made up 2.22% of Blankinship & Foster's portfolio in Q1 2026, its #10 holding.
  • Blankinship & Foster first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Blankinship & Foster's iShares Core US Aggregate Bond ETF position peaked at $12.3M in Q4 2023.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.