Caerus Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caerus Investment Advisors’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	$250K	Buy	+2,520	New	+$252K	0.1%	199

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

Caerus Investment Advisors's AGG Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 2,520 shares worth $250K. The stake represents 0.1% of the portfolio and ranks #199 among its holdings.

2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Caerus Investment Advisors held 2,520 shares of iShares Core US Aggregate Bond ETF worth $250K as of Q1 2026.
iShares Core US Aggregate Bond ETF was a new Caerus Investment Advisors position in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.1% of Caerus Investment Advisors's portfolio in Q1 2026, its #199 holding.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.