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Claro Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Claro Advisors’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 		$363K Sell
3,659
-72
-2% -$7.2K 0.04% 319
2025
Q4 		$373K Sell
3,731
-171
-4% -$17.2K 0.05% 278
2025
Q3 		$391K Buy
3,902
+278
+8% +$27.6K 0.06% 266
2025
Q2 		$360K Sell
3,624
-1,454
-29% -$142K 0.06% 257
2025
Q1 		$502K Sell
5,078
-3,844
-43% -$376K 0.07% 265
2024
Q4 		$865K Sell
8,922
-1,059
-11% -$104K 0.12% 162
2024
Q3 		$1.01M Sell
9,981
-92
-0.9% -$9.18K 0.13% 150
2024
Q2 		$978K Sell
10,073
-851
-8% -$82.1K 0.15% 130
2024
Q1 		$1.07M Buy
10,924
+193
+2% +$18.9K 0.19% 120
2023
Q4 		$1.07M Sell
10,731
-1,750
-14% -$167K 0.23% 96
2023
Q3 		$1.17M Buy
12,481
+1,759
+16% +$169K 0.29% 76
2023
Q2 		$1.05M Buy
10,722
+2,373
+28% +$235K 0.26% 88
2023
Q1 		$832K Buy
8,349
+1,184
+17% +$117K 0.24% 100
2022
Q4 		$695K Buy
7,165
+1,008
+16% +$97.5K 0.23% 107
2022
Q3 		$626K Hold
6,157
– – 0.25% 104
2022
Q2 		$626K Sell
6,157
-1,637
-21% -$168K 0.25% 104
2022
Q1 		$889K Hold
7,794
– – 0.32% 80
2021
Q4 		$889K Buy
7,794
+4,668
+149% +$534K 0.32% 80
2021
Q3 		$359K Hold
3,126
– – 0.15% 166
2021
Q2 		$361K Hold
3,126
– – 0.16% 154
2021
Q1 		$356K Hold
3,126
– – 0.18% 144
2020
Q4 		$369K Sell
3,126
-321
-9% -$37.8K 0.2% 137
2020
Q3 		$407K Buy
3,447
+321
+10% +$38.1K 0.26% 110
2020
Q2 		$370K Sell
3,126
-178
-5% -$20.8K 0.25% 113
2020
Q1 		$381K Sell
3,304
-1
-0% -$114 0.36% 88
2019
Q4 		$371K Hold
3,305
– – 0.29% 99
2019
Q3 		$374K Hold
3,305
– – 0.33% 94
2019
Q2 		$368K Buy
3,305
+77
+2% +$8.42K 0.34% 93
2019
Q1 		$352K Sell
3,228
-111
-3% -$11.9K 0.35% 88
2018
Q4 		$352K Buy
+3,339
New +$350K 0.28% 83

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

Claro Advisors's AGG Position: Q1 2026 in Review

Claro Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q1 2026, selling an estimated $7.2K and leaving 3,659 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #319.

Claro Advisors first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.17M in Q3 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Claro Advisors held 3,659 shares of iShares Core US Aggregate Bond ETF worth $363K as of Q1 2026.
  • Claro Advisors sold 72 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.2K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #319 holding.
  • Claro Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.17M in Q3 2023.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.