Blue Chip Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blue Chip 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	$10.7M	Sell	108,098 -3,275	-3%	-$328K	0.77%	38
2025 Q4	$11.1M	Buy	111,373 +2,078	+2%	+$209K	0.81%	39
2025 Q3	$11M	Buy	109,295 +1,086	+1%	+$108K	0.82%	39
2025 Q2	$10.7M	Sell	108,209 -5,825	-5%	-$571K	0.87%	38
2025 Q1	$11.3M	Sell	114,034 -32,248	-22%	-$3.15M	0.97%	38
2024 Q4	$14.2M	Buy	146,282 +82,991	+131%	+$8.17M	1.22%	30
2024 Q3	$6.41M	Buy	63,291 +2,148	+4%	+$214K	0.56%	45
2024 Q2	$5.94M	Sell	61,143 -870	-1%	-$84K	0.55%	42
2024 Q1	$6.07M	Sell	62,013 -28,922	-32%	-$2.83M	0.59%	42
2023 Q4	$9.03M	Buy	90,935 +73,387	+418%	+$6.98M	0.94%	34
2023 Q3	$1.65M	Buy	17,548 +741	+4%	+$71.4K	0.2%	52
2023 Q2	$1.65M	Buy	16,807 +138	+0.8%	+$13.6K	0.19%	61
2023 Q1	$1.66M	Sell	16,669 -1,239	-7%	-$122K	0.2%	58
2022 Q4	$1.74M	Buy	+17,908	New	+$1.73M	0.22%	60
2022 Q2	–	Sell	-80,229	Closed	-$8.59M	–	165
2022 Q1	$8.59M	Buy	80,229 +57,228	+249%	+$6.3M	1.07%	34
2021 Q4	$2.62M	Buy	23,001 +10,836	+89%	+$1.24M	0.33%	48
2021 Q3	$1.4M	Sell	12,165 -4	-0%	-$464	0.2%	57
2021 Q2	$1.4M	Sell	12,169 -2,499	-17%	-$286K	0.2%	55
2021 Q1	$1.67M	Buy	14,668 +839	+6%	+$97.2K	0.26%	52
2020 Q4	$1.63M	Buy	13,829 +3,941	+40%	+$464K	0.26%	51
2020 Q3	$1.17M	Sell	9,888 -78	-0.8%	-$9.25K	0.21%	49
2020 Q2	$1.18M	Buy	9,966 +4,136	+71%	+$484K	0.23%	50
2020 Q1	$673K	Buy	5,830 +3,894	+201%	+$444K	0.17%	58
2019 Q4	$218K	Buy	1,936 +643	+50%	+$72.5K	0.04%	129
2019 Q3	$146K	Sell	1,293 -145	-10%	-$16.3K	0.03%	129
2019 Q2	$160K	Sell	1,438 -207	-13%	-$22.6K	0.04%	116
2019 Q1	$179K	Sell	1,645 -307,520	-99%	-$33M	0.04%	113
2018 Q4	$32.9M	Buy	309,165 +302,510	+4,546%	+$31.7M	8.28%	1
2018 Q3	$702K	Buy	6,655 +963	+17%	+$102K	0.17%	74
2018 Q2	$605K	Buy	5,692 +2,557	+82%	+$271K	0.16%	79
2018 Q1	$336K	Buy	3,135 +2,191	+232%	+$235K	0.09%	105
2017 Q4	$103K	Buy	944 +6	+0.6%	+$656	0.03%	125
2017 Q3	$103K	Sell	938 -49	-5%	-$5.38K	0.03%	127
2017 Q2	$108K	Buy	987 +6	+0.6%	+$656	0.04%	123
2017 Q1	$106K	Buy	981 +4	+0.4%	+$433	0.04%	123
2016 Q4	$106K	Buy	977 +8	+0.8%	+$876	0.04%	124
2016 Q3	$109K	Buy	969 +5	+0.5%	+$562	0.05%	117
2016 Q2	$109K	Buy	964 +6	+0.6%	+$666	0.05%	117
2016 Q1	$106K	Buy	958 +4	+0.4%	+$438	0.05%	112
2015 Q4	$103K	Buy	954 +9	+1%	+$980	0.05%	113
2015 Q3	$104K	Buy	945 +5	+0.5%	+$545	0.07%	114
2015 Q2	$102K	Buy	940 +6	+0.6%	+$660	0.07%	110
2015 Q1	$104K	Buy	934 +3	+0.3%	+$333	0.07%	110
2014 Q4	$103K	Buy	+931	New	+$102K	0.07%	108

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Blue Chip Partners's AGG Position: Q1 2026 in Review

Blue Chip Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q1 2026, selling an estimated $328K and leaving 108,098 shares worth $10.7M. The position accounts for 0.77% of the portfolio, ranked #38.

Blue Chip Partners first reported a position in AGG in Q4 2014 and has held it in 44 quarters since. The position peaked at $32.9M in Q4 2018. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Blue Chip Partners held 108,098 shares of iShares Core US Aggregate Bond ETF worth $10.7M as of Q1 2026.
Blue Chip Partners sold 3,275 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $328K.
iShares Core US Aggregate Bond ETF made up 0.77% of Blue Chip Partners's portfolio in Q1 2026, its #38 holding.
Blue Chip Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 44 quarters since.
Blue Chip Partners's iShares Core US Aggregate Bond ETF position peaked at $32.9M in Q4 2018.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.