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Capital Insight Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Capital Insight Partners’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 		– Sell
-234,552
Closed -$23.4M – 6
2025
Q4 		$23.4M Sell
234,552
-32,321
-12% -$3.24M 4.96% 2
2025
Q3 		$26.8M Sell
266,873
-4,343
-2% -$431K 4.43% 2
2025
Q2 		$26.9M Sell
271,216
-31,041
-10% -$3.04M 4.68% 3
2025
Q1 		$29.9M Sell
302,257
-1,146
-0.4% -$112K 5.22% 1
2024
Q4 		$29.4M Buy
303,403
+7,755
+3% +$764K 5.08% 1
2024
Q3 		$29.9M Sell
295,648
-29,897
-9% -$2.98M 5.24% 1
2024
Q2 		$31.6M Sell
325,545
-32,812
-9% -$3.17M 5.96% 1
2024
Q1 		$35.1M Buy
358,357
+12,607
+4% +$1.23M 6.56% 1
2023
Q4 		$34.3M Buy
345,750
+2,932
+0.9% +$279K 7.02% 1
2023
Q3 		$32.2M Buy
342,818
+9,128
+3% +$879K 7.32% 1
2023
Q2 		$32.7M Buy
333,690
+91,238
+38% +$9.02M 7.31% 1
2023
Q1 		$24.2M Buy
242,452
+105,964
+78% +$10.5M 5.68% 1
2022
Q4 		$13.2M Sell
136,488
-11,727
-8% -$1.13M 3.43% 5
2022
Q3 		$14.3M Buy
148,215
+577
+0.4% +$58.3K 3.85% 4
2022
Q2 		$15M Buy
147,638
+25,361
+21% +$2.61M 3.5% 4
2022
Q1 		$13.1M Sell
122,277
-1,256
-1% -$138K 2.67% 5
2021
Q4 		$14.1M Buy
123,533
+18,195
+17% +$2.08M 2.87% 4
2021
Q3 		$12.1M Buy
105,338
+14,041
+15% +$1.63M 2.63% 4
2021
Q2 		$10.5M Buy
91,297
+6,033
+7% +$691K 2.38% 5
2021
Q1 		$9.71M Sell
85,264
-17,254
-17% -$2M 2.36% 5
2020
Q4 		$12.1M Buy
102,518
+1,996
+2% +$235K 3.05% 2
2020
Q3 		$11.9M Buy
100,522
+2,288
+2% +$271K 3.34% 2
2020
Q2 		$11.6M Buy
98,234
+1,028
+1% +$120K 3.66% 2
2020
Q1 		$11.2M Sell
97,206
-14,454
-13% -$1.65M 5.93% 2
2019
Q4 		$12.5M Buy
+111,660
New +$12.6M 5.76% 2

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

Capital Insight Partners's AGG Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 234,552 shares — an estimated $23.4M sold.

Capital Insight Partners first reported a position in AGG in Q4 2019 and held it in 25 quarters. The position peaked at $35.1M in Q1 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 234,552 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $23.4M.
  • Capital Insight Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares Core US Aggregate Bond ETF position peaked at $35.1M in Q1 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.