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Cannon Wealth Management Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cannon Wealth Management Services’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 		$4.88M Buy
49,122
+5,812
+13% +$581K 3.3% 10
2025
Q4 		$4.33M Buy
43,310
+834
+2% +$83.7K 3.05% 12
2025
Q3 		$4.26M Buy
42,476
+492
+1% +$48.8K 3.22% 11
2025
Q2 		$4.16M Buy
41,984
+1,248
+3% +$122K 3.4% 10
2025
Q1 		$4M Buy
40,736
+1,408
+4% +$138K 3.57% 10
2024
Q4 		$3.82M Buy
39,328
+4,280
+12% +$422K 3.29% 11
2024
Q3 		$3.55M Buy
+35,048
New +$3.5M 3.25% 10

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

Cannon Wealth Management Services's AGG Position: Q1 2026 in Review

Cannon Wealth Management Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, buying an estimated $581K and bringing the position to 49,122 shares worth $4.88M. The position accounts for 3.3% of the portfolio, ranked #10.

Cannon Wealth Management Services first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cannon Wealth Management Services held 49,122 shares of iShares Core US Aggregate Bond ETF worth $4.88M as of Q1 2026.
  • Cannon Wealth Management Services bought 5,812 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $581K.
  • iShares Core US Aggregate Bond ETF made up 3.3% of Cannon Wealth Management Services's portfolio in Q1 2026, its #10 holding.
  • Cannon Wealth Management Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.