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Blueprint Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blueprint Investment 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 		$3.31M Sell
33,335
-22,891
-41% -$2.29M 0.34% 56
2025
Q4 		$5.62M Sell
56,226
-2,722
-5% -$273K 0.6% 34
2025
Q3 		$5.91M Buy
58,948
+18,063
+44% +$1.79M 0.83% 30
2025
Q2 		$4.06M Buy
+40,885
New +$4.01M 0.72% 39
2025
Q1 		– Sell
-7,412
Closed -$718K – 101
2024
Q4 		$718K Sell
7,412
-1,102
-13% -$109K 0.11% 97
2024
Q3 		$862K Sell
8,514
-322
-4% -$32.1K 0.16% 73
2024
Q2 		$858K Sell
8,836
-6,530
-42% -$630K 0.19% 58
2024
Q1 		$1.5M Sell
15,366
-6,878
-31% -$673K 0.3% 48
2023
Q4 		$2.21M Buy
22,244
+16,319
+275% +$1.55M 0.61% 31
2023
Q3 		$557K Sell
5,925
-1,592
-21% -$153K 0.18% 61
2023
Q2 		$736K Buy
7,517
+3,154
+72% +$312K 0.26% 58
2023
Q1 		$435K Sell
4,363
-1,717
-28% -$170K 0.1% 148
2022
Q4 		$590K Buy
+6,080
New +$588K 0.12% 113
2022
Q3 		– Sell
-38,114
Closed -$3.88M – 160
2022
Q2 		$3.88M Buy
38,114
+371
+1% +$38.1K 1.04% 18
2022
Q1 		$3.96M Buy
37,743
+4,760
+14% +$524K 1.02% 26
2021
Q4 		$3.76M Buy
32,983
+27,730
+528% +$3.17M 0.93% 30
2021
Q3 		$603K Buy
5,253
+787
+18% +$91.2K 0.3% 55
2021
Q2 		$515K Buy
4,466
+110
+3% +$12.6K 0.41% 33
2021
Q1 		$496K Buy
4,356
+4,346
+43,460% +$503K 0.39% 35
2020
Q4 		$1.14K Sell
10
-9,619
-100% -$1.13M 0.92% 23
2020
Q3 		$1.14M Sell
9,629
-24,000
-71% -$2.85M 0.9% 24
2020
Q2 		$3.98M Buy
+33,629
New +$3.94M 2.53% 15

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

Blueprint Investment Partners's AGG Position: Q1 2026 in Review

Blueprint Investment Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 41% in Q1 2026, selling an estimated $2.29M and leaving 33,335 shares worth $3.31M. The position accounts for 0.34% of the portfolio, ranked #56.

Blueprint Investment Partners first reported a position in AGG in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.91M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Blueprint Investment Partners held 33,335 shares of iShares Core US Aggregate Bond ETF worth $3.31M as of Q1 2026.
  • Blueprint Investment Partners sold 22,891 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.29M.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Blueprint Investment Partners's portfolio in Q1 2026, its #56 holding.
  • Blueprint Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Blueprint Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $5.91M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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