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Boomfish Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Boomfish Wealth Group’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 		$8.06M Sell
81,165
-2,782
-3% -$278K 4.3% 2
2025
Q4 		$8.38M Buy
83,947
+11,618
+16% +$1.17M 4.48% 2
2025
Q3 		$7.25M Buy
72,329
+1,469
+2% +$146K 3.91% 3
2025
Q2 		$7.03M Buy
70,860
+4,393
+7% +$430K 4.06% 3
2025
Q1 		$6.57M Buy
66,467
+548
+0.8% +$53.6K 4.27% 3
2024
Q4 		$6.39M Buy
65,919
+20,934
+47% +$2.06M 3.88% 3
2024
Q3 		$4.56M Buy
44,985
+35,083
+354% +$3.5M 2.79% 3
2024
Q2 		$961K Buy
9,902
+3,693
+59% +$356K 0.62% 69
2024
Q1 		$608K Buy
+6,209
New +$608K 0.41% 76

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

Boomfish Wealth Group's AGG Position: Q1 2026 in Review

Boomfish Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q1 2026, selling an estimated $278K and leaving 81,165 shares worth $8.06M. The position accounts for 4.3% of the portfolio, ranked #2.

Boomfish Wealth Group first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.38M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Boomfish Wealth Group held 81,165 shares of iShares Core US Aggregate Bond ETF worth $8.06M as of Q1 2026.
  • Boomfish Wealth Group sold 2,782 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $278K.
  • iShares Core US Aggregate Bond ETF made up 4.3% of Boomfish Wealth Group's portfolio in Q1 2026, its #2 holding.
  • Boomfish Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Boomfish Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $8.38M in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.