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

Cherry Tree 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	$2.2M	Buy	22,186 +414	+2%	+$41.4K	0.47%	48
2025 Q4	$2.17M	Sell	21,772 -3,977	-15%	-$399K	0.46%	49
2025 Q3	$2.58M	Sell	25,749 -138	-0.5%	-$13.7K	0.57%	46
2025 Q2	$2.57M	Sell	25,887 -1,372	-5%	-$134K	0.6%	44
2025 Q1	$2.7M	Buy	27,259 +546	+2%	+$53.4K	0.65%	40
2024 Q4	$2.59M	Sell	26,713 -884	-3%	-$87.1K	0.64%	41
2024 Q3	$2.79M	Buy	27,597 +39	+0.1%	+$3.89K	0.66%	39
2024 Q2	$2.68M	Sell	27,558 -4,283	-13%	-$413K	0.67%	39
2024 Q1	$3.12M	Sell	31,841 -741	-2%	-$72.5K	0.78%	34
2023 Q4	$3.23M	Buy	32,582 +6,799	+26%	+$647K	0.86%	30
2023 Q3	$2.42M	Buy	25,783 +2,013	+8%	+$194K	0.71%	33
2023 Q2	$2.33M	Buy	+23,770	New	+$2.35M	0.68%	33

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cherry Tree Wealth Management's AGG Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q1 2026, buying an estimated $41.4K and bringing the position to 22,186 shares worth $2.2M. The position accounts for 0.47% of the portfolio, ranked #48.

Cherry Tree Wealth Management first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q4 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Cherry Tree Wealth Management held 22,186 shares of iShares Core US Aggregate Bond ETF worth $2.2M as of Q1 2026.
Cherry Tree Wealth Management bought 414 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $41.4K.
iShares Core US Aggregate Bond ETF made up 0.47% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #48 holding.
Cherry Tree Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.23M in Q4 2023.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.