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Center for Wealth Management Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Center for Wealth Management Advisory’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
-4,285
Closed -$428K – 63
2025
Q4 		$428K Buy
+4,285
New +$430K 0.32% 50

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

Center for Wealth Management Advisory's AGG Position: Q1 2026 in Review

Center for Wealth Management Advisory sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 4,285 shares — an estimated $428K sold.

Center for Wealth Management Advisory first reported a position in AGG in Q4 2025 and held it in 1 quarter. The position peaked at $428K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Center for Wealth Management Advisory reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Center for Wealth Management Advisory sold 4,285 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $428K.
  • Center for Wealth Management Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Center for Wealth Management Advisory's iShares Core US Aggregate Bond ETF position peaked at $428K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.