Cascade Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cascade Financial 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	$452K	Sell	4,552 -5,984	-57%	-$599K	0.05%	171
2025 Q4	$1.05M	Sell	10,536 -3,261	-24%	-$327K	0.11%	113
2025 Q3	$1.38M	Buy	13,797 +7	+0.1%	+$695	0.16%	95
2025 Q2	$1.37M	Sell	13,790 -1,323	-9%	-$130K	0.16%	92
2025 Q1	$1.49M	Sell	15,113 -3,063	-17%	-$299K	0.19%	87
2024 Q4	$1.76M	Sell	18,176 -2,468	-12%	-$243K	0.23%	69
2024 Q3	$2.04M	Sell	20,644 -3,349	-14%	-$334K	0.26%	65
2024 Q2	$2.33M	Sell	23,993 -7	-0%	-$676	0.31%	57
2024 Q1	$2.3M	Buy	+24,000	New	+$2.35M	0.33%	52

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

Cascade Financial Partners's AGG Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 57% in Q1 2026, selling an estimated $599K and leaving 4,552 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #171.

Cascade Financial Partners first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q2 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Cascade Financial Partners held 4,552 shares of iShares Core US Aggregate Bond ETF worth $452K as of Q1 2026.
Cascade Financial Partners sold 5,984 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $599K.
iShares Core US Aggregate Bond ETF made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #171 holding.
Cascade Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $2.33M in Q2 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.