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Cahill Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cahill Financial 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 		$233K Sell
2,346
-101
-4% -$10.1K 0.03% 269
2025
Q4 		$244K Buy
2,447
+316
+15% +$31.7K 0.03% 263
2025
Q3 		$214K Buy
+2,131
New +$211K 0.02% 274
2024
Q4 		– Sell
-2,089
Closed -$212K – 265
2024
Q3 		$212K Buy
+2,089
New +$208K 0.03% 244
2023
Q4 		– Sell
-3,013
Closed -$283K – 240
2023
Q3 		$283K Sell
3,013
-780
-21% -$75.1K 0.05% 201
2023
Q2 		$372K Buy
3,793
+478
+14% +$47.3K 0.06% 180
2023
Q1 		$330K Buy
3,315
+292
+10% +$28.9K 0.06% 182
2022
Q4 		$293K Buy
3,023
+658
+28% +$63.6K 0.06% 187
2022
Q3 		$228K Sell
2,365
-2,314
-49% -$234K 0.05% 199
2022
Q2 		$476K Buy
4,679
+104
+2% +$10.7K 0.1% 157
2022
Q1 		$490K Buy
4,575
+1,464
+47% +$161K 0.09% 159
2021
Q4 		$355K Buy
3,111
+497
+19% +$56.9K 0.07% 181
2021
Q3 		$300K Sell
2,614
-38
-1% -$4.41K 0.06% 184
2021
Q2 		$306K Buy
2,652
+191
+8% +$21.9K 0.07% 175
2021
Q1 		$280K Sell
2,461
-4,609
-65% -$534K 0.07% 178
2020
Q4 		$836K Buy
+7,070
New +$833K 0.21% 94

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

Cahill Financial Advisors's AGG Position: Q1 2026 in Review

Cahill Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.1% in Q1 2026, selling an estimated $10.1K and leaving 2,346 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #269.

Cahill Financial Advisors first reported a position in AGG in Q4 2020 and has held it in 16 quarters since. The position peaked at $836K in Q4 2020. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cahill Financial Advisors held 2,346 shares of iShares Core US Aggregate Bond ETF worth $233K as of Q1 2026.
  • Cahill Financial Advisors sold 101 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $10.1K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q1 2026, its #269 holding.
  • Cahill Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Cahill Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $836K in Q4 2020.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.