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Boston Research & Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Boston Research & 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 		$474K Buy
4,783
+62
+1% +$6.2K 0.11% 81
2025
Q4 		$471K Sell
4,721
-34
-0.7% -$3.41K 0.11% 87
2025
Q3 		$476K Buy
4,755
+50
+1% +$4.96K 0.11% 88
2025
Q2 		$466K Buy
4,705
+337
+8% +$33K 0.11% 84
2025
Q1 		$432K Buy
4,368
+41
+0.9% +$4.01K 0.11% 87
2024
Q4 		$419K Buy
4,327
+10
+0.2% +$985 0.1% 89
2024
Q3 		$437K Buy
4,317
+37
+0.9% +$3.69K 0.1% 90
2024
Q2 		$415K Buy
4,280
+423
+11% +$40.8K 0.1% 92
2024
Q1 		$377K Buy
3,857
+140
+4% +$13.7K 0.09% 95
2023
Q4 		$368K Sell
3,717
-267
-7% -$25.4K 0.1% 94
2023
Q3 		$374K Buy
3,984
+67
+2% +$6.45K 0.11% 89
2023
Q2 		$383K Sell
3,917
-556
-12% -$55K 0.11% 90
2023
Q1 		$445K Sell
4,473
-217
-5% -$21.4K 0.13% 86
2022
Q4 		$454K Buy
4,690
+492
+12% +$47.6K 0.14% 86
2022
Q3 		$404K Sell
4,198
-270
-6% -$27.3K 0.14% 88
2022
Q2 		$454K Buy
4,468
+87
+2% +$8.94K 0.15% 84
2022
Q1 		$469K Buy
4,381
+274
+7% +$30.2K 0.14% 86
2021
Q4 		$468K Buy
4,107
+5
+0.1% +$572 0.13% 86
2021
Q3 		$471K Buy
4,102
+71
+2% +$8.23K 0.14% 85
2021
Q2 		$464K Buy
4,031
+221
+6% +$25.3K 0.14% 84
2021
Q1 		$433K Buy
3,810
+213
+6% +$24.7K 0.14% 84
2020
Q4 		$425K Buy
3,597
+268
+8% +$31.6K 0.15% 85
2020
Q3 		$393K Sell
3,329
-101
-3% -$12K 0.15% 81
2020
Q2 		$405K Buy
3,430
+6
+0.2% +$702 0.17% 80
2020
Q1 		$395K Buy
3,424
+5
+0.1% +$570 0.2% 74
2019
Q4 		$384K Sell
3,419
-39
-1% -$4.39K 0.14% 85
2019
Q3 		$391K Buy
3,458
+32
+0.9% +$3.6K 0.15% 83
2019
Q2 		$381K Buy
3,426
+237
+7% +$25.9K 0.15% 86
2019
Q1 		$347K Buy
3,189
+34
+1% +$3.65K 0.14% 88
2018
Q4 		$335K Buy
+3,155
New +$331K 0.16% 85

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

Boston Research & Management's AGG Position: Q1 2026 in Review

Boston Research & Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q1 2026, buying an estimated $6.2K and bringing the position to 4,783 shares worth $474K. The position accounts for 0.11% of the portfolio, ranked #81.

Boston Research & Management first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $476K in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Boston Research & Management held 4,783 shares of iShares Core US Aggregate Bond ETF worth $474K as of Q1 2026.
  • Boston Research & Management bought 62 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.2K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Boston Research & Management's portfolio in Q1 2026, its #81 holding.
  • Boston Research & Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Boston Research & Management's iShares Core US Aggregate Bond ETF position peaked at $476K in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.