Commonwealth Retirement Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Commonwealth Retirement Investments’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	–	Sell	-1,078	Closed	-$108K	–	130
2025 Q4	$108K	Buy	+1,078	New	+$108K	0.03%	144
2023 Q4	–	Sell	-50,127	Closed	-$4.71M	–	84
2023 Q3	$4.71M	Buy	50,127 +1,930	+4%	+$186K	2.72%	16
2023 Q2	$4.72M	Sell	48,197 -90	-0.2%	-$8.9K	2.63%	17
2023 Q1	$4.81M	Buy	48,287 +519	+1%	+$51.3K	2.85%	14
2022 Q4	$4.63M	Buy	+47,768	New	+$4.62M	2.81%	15

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

Commonwealth Retirement Investments's AGG Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 1,078 shares — an estimated $108K sold.

Commonwealth Retirement Investments first reported a position in AGG in Q4 2022 and held it in 5 quarters. The position peaked at $4.81M in Q1 2023. 2,091 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Commonwealth Retirement Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Retirement Investments sold 1,078 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $108K.
Commonwealth Retirement Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 5 quarters.
Commonwealth Retirement Investments's iShares Core US Aggregate Bond ETF position peaked at $4.81M in Q1 2023.
2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.