Blueprint Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blueprint Financial Advisors’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	$3.26M	Sell	32,799 -21,945	-40%	-$2.2M	0.48%	37
2025 Q4	$5.47M	Sell	54,744 -4,052	-7%	-$407K	0.83%	25
2025 Q3	$5.89M	Buy	58,796 +9,683	+20%	+$961K	1.27%	23
2025 Q2	$4.87M	Buy	+49,113	New	+$4.81M	1.56%	16

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

Blueprint Financial Advisors's AGG Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 40% in Q1 2026, selling an estimated $2.2M and leaving 32,799 shares worth $3.26M. The position accounts for 0.48% of the portfolio, ranked #37.

Blueprint Financial Advisors first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.89M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Blueprint Financial Advisors held 32,799 shares of iShares Core US Aggregate Bond ETF worth $3.26M as of Q1 2026.
Blueprint Financial Advisors sold 21,945 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.2M.
iShares Core US Aggregate Bond ETF made up 0.48% of Blueprint Financial Advisors's portfolio in Q1 2026, its #37 holding.
Blueprint Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Blueprint Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.89M in Q3 2025.
2,069 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.