Coastline Complete Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Coastline Complete Wealth’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	$770K	Buy	+7,755	New	+$776K	0.48%	36

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

Coastline Complete Wealth's AGG Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 7,755 shares worth $770K. The stake represents 0.48% of the portfolio and ranks #36 among its holdings.

2,079 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Coastline Complete Wealth held 7,755 shares of iShares Core US Aggregate Bond ETF worth $770K as of Q1 2026.
iShares Core US Aggregate Bond ETF was a new Coastline Complete Wealth position in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.48% of Coastline Complete Wealth's portfolio in Q1 2026, its #36 holding.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.