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

CCG Wealth Management’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	$1.15M	Buy	11,603 +8,086	+230%	+$809K	0.31%	49
2025 Q4	$351K	Buy	+3,517	New	+$353K	0.15%	67
2024 Q2	–	Sell	-3,501	Closed	-$343K	–	71
2024 Q1	$343K	Sell	3,501 -40,628	-92%	-$3.98M	0.21%	51
2023 Q4	$4.38M	Buy	+44,129	New	+$4.2M	2.94%	7
2021 Q4	–	Sell	-2,468	Closed	-$283K	–	98
2021 Q3	$283K	Buy	+2,468	New	+$286K	0.16%	73
2020 Q1	–	Sell	-19,156	Closed	-$2.15M	–	65
2019 Q4	$2.15M	Sell	19,156 -1,043	-5%	-$118K	1.36%	23
2019 Q3	$2.29M	Sell	20,199 -1,248	-6%	-$140K	1.56%	21
2019 Q2	$2.39M	Sell	21,447 -252	-1%	-$27.6K	1.71%	20
2019 Q1	$2.37M	Buy	21,699 +6,214	+40%	+$666K	1.9%	18
2018 Q4	$1.65M	Buy	+15,485	New	+$1.62M	1.6%	17

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

CCG Wealth Management's AGG Position: Q1 2026 in Review

CCG Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 230% in Q1 2026, buying an estimated $809K and bringing the position to 11,603 shares worth $1.15M. The position accounts for 0.31% of the portfolio, ranked #49.

CCG Wealth Management first reported a position in AGG in Q4 2018 and has held it in 10 quarters since. The position peaked at $4.38M in Q4 2023. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

CCG Wealth Management held 11,603 shares of iShares Core US Aggregate Bond ETF worth $1.15M as of Q1 2026.
CCG Wealth Management bought 8,086 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $809K.
iShares Core US Aggregate Bond ETF made up 0.31% of CCG Wealth Management's portfolio in Q1 2026, its #49 holding.
CCG Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 10 quarters since.
CCG Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $4.38M in Q4 2023.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.