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Caprock Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caprock Group’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
-8,544
Closed -$853K – 1115
2025
Q4 		$853K Buy
8,544
+75
+0.9% +$7.53K 0.02% 640
2025
Q3 		$842K Buy
+8,469
New +$840K 0.02% 626
2025
Q1 		$699K Buy
+7,070
New +$691K 0.02% 593
2017
Q2 		– Sell
-2,765
Closed -$300K – 422
2017
Q1 		$300K Sell
2,765
-175
-6% -$18.9K 0.07% 245
2016
Q4 		$318K Hold
2,940
– – 0.08% 210
2016
Q3 		$331K Sell
2,940
-173
-6% -$19.5K 0.08% 238
2016
Q2 		$351K Buy
3,113
+173
+6% +$19.2K 0.09% 196
2016
Q1 		$326K Buy
+2,940
New +$322K 0.08% 215

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

Caprock Group's AGG Position: Q1 2026 in Review

Caprock Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 8,544 shares — an estimated $853K sold.

Caprock Group first reported a position in AGG in Q1 2016 and held it in 8 quarters. The position peaked at $853K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Caprock Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 8,544 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $853K.
  • Caprock Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 8 quarters.
  • Caprock Group's iShares Core US Aggregate Bond ETF position peaked at $853K in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.