Carbahal Olsen Financial Services Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carbahal Olsen Financial Services 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	$11.5M	Buy	115,964 +3,026	+3%	+$303K	9.2%	5
2025 Q4	$11.3M	Buy	112,938 +2,712	+2%	+$272K	8.66%	5
2025 Q3	$11.1M	Buy	110,226 +747	+0.7%	+$74.1K	8.87%	5
2025 Q2	$10.9M	Buy	109,479 +4,325	+4%	+$424K	9.26%	5
2025 Q1	$10.4M	Buy	105,154 +1,850	+2%	+$181K	9.87%	5
2024 Q4	$10M	Buy	+103,304	New	+$10.2M	9.23%	5

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

Carbahal Olsen Financial Services Group's AGG Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q1 2026, buying an estimated $303K and bringing the position to 115,964 shares worth $11.5M. The position accounts for 9.2% of the portfolio, ranked #5.

Carbahal Olsen Financial Services Group first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Carbahal Olsen Financial Services Group held 115,964 shares of iShares Core US Aggregate Bond ETF worth $11.5M as of Q1 2026.
Carbahal Olsen Financial Services Group bought 3,026 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $303K.
iShares Core US Aggregate Bond ETF made up 9.2% of Carbahal Olsen Financial Services Group's portfolio in Q1 2026, its #5 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.