Creative Capital Management Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Creative Capital Management 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	$369K	Hold	3,716	–	–	0.11%	35
2025 Q4	$371K	Hold	3,716	–	–	0.11%	34
2025 Q3	$373K	Hold	3,716	–	–	0.12%	34
2025 Q2	$369K	Hold	3,716	–	–	0.13%	32
2025 Q1	$368K	Hold	3,716	–	–	0.14%	34
2024 Q4	$360K	Buy	+3,716	New	+$366K	0.15%	35
2023 Q4	–	Sell	-11,409	Closed	-$1.07M	–	213
2023 Q3	$1.07M	Sell	11,409 -6,443	-36%	-$621K	0.74%	14
2023 Q2	$1.75M	Hold	17,852	–	–	1.26%	11
2023 Q1	$1.78M	Sell	17,852 -23,247	-57%	-$2.3M	1.3%	11
2022 Q4	$3.99M	Buy	+41,099	New	+$3.97M	3.48%	8

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

Creative Capital Management Investments's AGG Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 3,716 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #35.

Creative Capital Management Investments first reported a position in AGG in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.99M in Q4 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Creative Capital Management Investments held 3,716 shares of iShares Core US Aggregate Bond ETF worth $369K as of Q1 2026.
Creative Capital Management Investments left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.11% of Creative Capital Management Investments's portfolio in Q1 2026, its #35 holding.
Creative Capital Management Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Creative Capital Management Investments's iShares Core US Aggregate Bond ETF position peaked at $3.99M in Q4 2022.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.