BlueStem Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BlueStem Wealth 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	$508K	Sell	5,114 -545	-10%	-$54.5K	0.06%	82
2025 Q4	$565K	Sell	5,659 -963	-15%	-$96.6K	0.06%	73
2025 Q3	$664K	Buy	6,622 +774	+13%	+$76.8K	0.08%	59
2025 Q2	$580K	Sell	5,848 -518	-8%	-$50.8K	0.07%	61
2025 Q1	$630K	Sell	6,366 -65,111	-91%	-$6.37M	0.09%	54
2024 Q4	$6.93M	Buy	+71,477	New	+$7.04M	0.91%	17

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

BlueStem Wealth Partners's AGG Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.6% in Q1 2026, selling an estimated $54.5K and leaving 5,114 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #82.

BlueStem Wealth Partners first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.93M in Q4 2024. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

BlueStem Wealth Partners held 5,114 shares of iShares Core US Aggregate Bond ETF worth $508K as of Q1 2026.
BlueStem Wealth Partners sold 545 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $54.5K.
iShares Core US Aggregate Bond ETF made up 0.06% of BlueStem Wealth Partners's portfolio in Q1 2026, its #82 holding.
BlueStem Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $6.93M in Q4 2024.
2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.