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BNC Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BNC Wealth Management’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 		$283K Sell
2,853
-186
-6% -$18.6K 0.08% 89
2025
Q4 		$304K Buy
3,039
+413
+16% +$41.4K 0.08% 80
2025
Q3 		$263K Sell
2,626
-143
-5% -$14.2K 0.07% 84
2025
Q2 		$275K Buy
2,769
+92
+3% +$9.02K 0.08% 76
2025
Q1 		$265K Hold
2,677
– – 0.1% 80
2024
Q4 		$259K Buy
2,677
+127
+5% +$12.5K 0.09% 79
2024
Q3 		$258K Buy
2,550
+355
+16% +$35.4K 0.1% 80
2024
Q2 		$213K Buy
+2,195
New +$212K 0.08% 94
2020
Q4 		– Sell
-134
Closed -$16K – 104
2020
Q3 		$16K Buy
+134
New +$15.9K 0.01% 249

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

BNC Wealth Management's AGG Position: Q1 2026 in Review

BNC Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q1 2026, selling an estimated $18.6K and leaving 2,853 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #89.

BNC Wealth Management first reported a position in AGG in Q3 2020 and has held it in 9 quarters since. The position peaked at $304K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • BNC Wealth Management held 2,853 shares of iShares Core US Aggregate Bond ETF worth $283K as of Q1 2026.
  • BNC Wealth Management sold 186 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $18.6K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of BNC Wealth Management's portfolio in Q1 2026, its #89 holding.
  • BNC Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 9 quarters since.
  • BNC Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $304K in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.