BridgePort Financial Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BridgePort Financial Solutions’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	$1.01M	Buy	10,146 +549	+6%	+$54.9K	0.29%	74
2025 Q4	$959K	Sell	9,597 -947	-9%	-$95K	0.26%	76
2025 Q3	$1.06M	Buy	10,544 +309	+3%	+$30.7K	0.28%	69
2025 Q2	$1.02M	Buy	10,235 +4,797	+88%	+$470K	0.34%	59
2025 Q1	$538K	Buy	5,438 +93	+2%	+$9.09K	0.24%	92
2024 Q4	$528K	Buy	+5,345	New	+$526K	0.24%	89

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

BridgePort Financial Solutions's AGG Position: Q1 2026 in Review

BridgePort Financial Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.7% in Q1 2026, buying an estimated $54.9K and bringing the position to 10,146 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #74.

BridgePort Financial Solutions first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

BridgePort Financial Solutions held 10,146 shares of iShares Core US Aggregate Bond ETF worth $1.01M as of Q1 2026.
BridgePort Financial Solutions bought 549 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $54.9K.
iShares Core US Aggregate Bond ETF made up 0.29% of BridgePort Financial Solutions's portfolio in Q1 2026, its #74 holding.
BridgePort Financial Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's iShares Core US Aggregate Bond ETF position peaked at $1.06M in Q3 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.