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

Clearwater Capital 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	$9.65M	Sell	97,252 -8,253	-8%	-$826K	0.78%	27
2025 Q4	$10.5M	Sell	105,505 -24,882	-19%	-$2.5M	0.88%	30
2025 Q3	$13.1M	Sell	130,387 -494	-0.4%	-$49K	1.11%	23
2025 Q2	$13M	Sell	130,881 -10,780	-8%	-$1.06M	1.19%	21
2025 Q1	$14M	Sell	141,661 -4,054	-3%	-$396K	1.35%	17
2024 Q4	$14.1M	Buy	145,715 +5,298	+4%	+$522K	1.38%	18
2024 Q3	$14.2M	Sell	140,417 -7,250	-5%	-$723K	1.38%	17
2024 Q2	$14.3M	Sell	147,667 -5,198	-3%	-$502K	1.52%	16
2024 Q1	$15M	Sell	152,865 -1,234	-0.8%	-$121K	1.6%	16
2023 Q4	$15.3M	Buy	+154,099	New	+$14.7M	1.71%	15
2021 Q1	–	Sell	-1,821	Closed	-$215K	–	161
2020 Q4	$215K	Buy	+1,821	New	+$215K	0.03%	146
2018 Q2	–	Sell	-1,046	Closed	-$112K	–	190
2018 Q1	$112K	Buy	+1,046	New	+$112K	0.02%	226

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

Clearwater Capital Advisors's AGG Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q1 2026, selling an estimated $826K and leaving 97,252 shares worth $9.65M. The position accounts for 0.78% of the portfolio, ranked #27.

Clearwater Capital Advisors first reported a position in AGG in Q1 2018 and has held it in 12 quarters since. The position peaked at $15.3M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Clearwater Capital Advisors held 97,252 shares of iShares Core US Aggregate Bond ETF worth $9.65M as of Q1 2026.
Clearwater Capital Advisors sold 8,253 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $826K.
iShares Core US Aggregate Bond ETF made up 0.78% of Clearwater Capital Advisors's portfolio in Q1 2026, its #27 holding.
Clearwater Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 12 quarters since.
Clearwater Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $15.3M in Q4 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.