Brooks Moore & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brooks Moore & Associates’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	$1.19M	Sell	12,000 -800	-6%	-$80K	0.6%	48
2025 Q4	$1.28M	Buy	12,800 +200	+2%	+$20.1K	0.63%	50
2025 Q3	$1.26M	Hold	12,600	–	–	0.64%	52
2025 Q2	$1.24M	Buy	12,600 +200	+2%	+$19.6K	0.67%	47
2025 Q1	$1.23M	Buy	12,400 +7,400	+148%	+$723K	0.69%	43
2024 Q4	$485K	Buy	+5,000	New	+$492K	0.29%	68

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

Brooks Moore & Associates's AGG Position: Q1 2026 in Review

Brooks Moore & Associates reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.3% in Q1 2026, selling an estimated $80K and leaving 12,000 shares worth $1.19M. The position accounts for 0.6% of the portfolio, ranked #48.

Brooks Moore & Associates first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Brooks Moore & Associates held 12,000 shares of iShares Core US Aggregate Bond ETF worth $1.19M as of Q1 2026.
Brooks Moore & Associates sold 800 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $80K.
iShares Core US Aggregate Bond ETF made up 0.6% of Brooks Moore & Associates's portfolio in Q1 2026, its #48 holding.
Brooks Moore & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Brooks Moore & Associates's iShares Core US Aggregate Bond ETF position peaked at $1.28M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.