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

Cranbrook 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	$103K	Sell	1,035 -29	-3%	-$2.9K	0.02%	154
2025 Q4	$106K	Buy	1,064 +28	+3%	+$2.81K	0.02%	160
2025 Q3	$104K	Sell	1,036 -358	-26%	-$35.5K	0.02%	160
2025 Q2	$138K	Buy	1,394 +358	+35%	+$35.1K	0.03%	138
2025 Q1	$102K	Hold	1,036	–	–	0.02%	151
2024 Q4	$100K	Hold	1,036	–	–	0.02%	150
2024 Q3	$105K	Buy	1,036 +290	+39%	+$28.9K	0.02%	144
2024 Q2	$72.4K	Sell	746 -22	-3%	-$2.12K	0.02%	163
2024 Q1	$75.2K	Sell	768 -553	-42%	-$54.1K	0.02%	139
2023 Q4	$131K	Sell	1,321 -1,004	-43%	-$95.5K	0.04%	109
2023 Q3	$219K	Hold	2,325	–	–	0.06%	83
2023 Q2	$228K	Hold	2,325	–	–	0.06%	87
2023 Q1	$232K	Sell	2,325 -5	-0.2%	-$494	0.07%	86
2022 Q4	$226K	Sell	2,330 -252	-10%	-$24.4K	0.06%	87
2022 Q3	$249K	Sell	2,582 -9	-0.3%	-$910	0.06%	89
2022 Q2	$263K	Sell	2,591 -1,080	-29%	-$111K	0.07%	89
2022 Q1	$393K	Buy	3,671 +6	+0.2%	+$660	0.09%	86
2021 Q4	$418K	Buy	3,665 +2	+0.1%	+$229	0.09%	84
2021 Q3	$421K	Hold	3,663	–	–	0.1%	81
2021 Q2	$422K	Buy	3,663 +36	+1%	+$4.13K	0.1%	80
2021 Q1	$413K	Buy	3,627 +4	+0.1%	+$463	0.1%	79
2020 Q4	$428K	Hold	3,623	–	–	0.11%	68
2020 Q3	$428K	Sell	3,623 -24	-0.7%	-$2.85K	0.12%	64
2020 Q2	$431K	Sell	3,647 -119	-3%	-$13.9K	0.13%	62
2020 Q1	$434K	Sell	3,766 -309	-8%	-$35.2K	0.15%	60
2019 Q4	$458K	Sell	4,075 -530	-12%	-$59.7K	0.13%	63
2019 Q3	$521K	Sell	4,605 -99	-2%	-$11.1K	0.15%	61
2019 Q2	$524K	Hold	4,704	–	–	0.15%	62
2019 Q1	$513K	Sell	4,704 -225	-5%	-$24.1K	0.16%	59
2018 Q4	$525K	Sell	4,929 -519	-10%	-$54.4K	0.18%	55
2018 Q3	$575K	Sell	5,448 -299	-5%	-$31.7K	0.2%	53
2018 Q2	$611K	Sell	5,747 -1,159	-17%	-$123K	0.24%	51
2018 Q1	$741K	Sell	6,906 -619	-8%	-$66.5K	0.29%	47
2017 Q4	$823K	Sell	7,525 -137	-2%	-$15K	0.33%	47
2017 Q3	$840K	Sell	7,662 -252	-3%	-$27.7K	0.35%	44
2017 Q2	$867K	Hold	7,914	–	–	0.38%	42
2017 Q1	$859K	Buy	7,914 +140	+2%	+$15.1K	0.4%	41
2016 Q4	$840K	Sell	7,774 -246	-3%	-$27K	0.41%	41
2016 Q3	$902K	Buy	8,020 +147	+2%	+$16.5K	0.45%	37
2016 Q2	$887K	Hold	7,873	–	–	0.45%	37
2016 Q1	$872K	Sell	7,873 -2,819	-26%	-$309K	0.46%	35
2015 Q4	$1.16M	Sell	10,692 -296	-3%	-$32.2K	0.65%	33
2015 Q3	$1.2M	Sell	10,988 -122	-1%	-$13.3K	0.69%	32
2015 Q2	$1.21M	Sell	11,110 -142	-1%	-$15.6K	0.69%	32
2015 Q1	$1.25M	Sell	11,252 -827	-7%	-$91.9K	0.74%	29
2014 Q4	$1.33M	Buy	12,079 +1	+0%	+$110	0.82%	27
2014 Q3	$1.32M	Buy	12,078 +138	+1%	+$15.1K	0.89%	27
2014 Q2	$1.31M	Hold	11,940	–	–	0.87%	27
2014 Q1	$1.29M	Sell	11,940 -173	-1%	-$18.6K	0.9%	27
2013 Q4	$1.29M	Buy	+12,113	New	+$1.3M	0.88%	25

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

Cranbrook Wealth Management's AGG Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q1 2026, selling an estimated $2.9K and leaving 1,035 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #154.

Cranbrook Wealth Management first reported a position in AGG in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.33M in Q4 2014. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Cranbrook Wealth Management held 1,035 shares of iShares Core US Aggregate Bond ETF worth $103K as of Q1 2026.
Cranbrook Wealth Management sold 29 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.9K.
iShares Core US Aggregate Bond ETF made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #154 holding.
Cranbrook Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.33M in Q4 2014.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.