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Chancellor Financial Group WB’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chancellor Financial Group WB’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 		$311K Sell
3,137
-1,266
-29% -$127K 0.22% 91
2025
Q4 		$440K Buy
4,403
+2
+0% +$201 0.3% 63
2025
Q3 		$441K Buy
4,401
+1
+0% +$99 0.31% 62
2025
Q2 		$436K Sell
4,400
-8
-0.2% -$784 0.34% 64
2025
Q1 		$436K Sell
4,408
-73
-2% -$7.14K 0.36% 57
2024
Q4 		$434K Buy
+4,481
New +$441K 0.35% 59

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

Chancellor Financial Group WB's AGG Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q1 2026, selling an estimated $127K and leaving 3,137 shares worth $311K. The position accounts for 0.22% of the portfolio, ranked #91.

Chancellor Financial Group WB first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Chancellor Financial Group WB held 3,137 shares of iShares Core US Aggregate Bond ETF worth $311K as of Q1 2026.
  • Chancellor Financial Group WB sold 1,266 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $127K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Chancellor Financial Group WB's portfolio in Q1 2026, its #91 holding.
  • Chancellor Financial Group WB first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's iShares Core US Aggregate Bond ETF position peaked at $441K in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.