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Crescent Grove Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Crescent Grove 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 		$202K Sell
2,037
-39
-2% -$3.9K 0.02% 294
2025
Q4 		$207K Sell
2,076
-3,348
-62% -$336K 0.02% 287
2025
Q3 		$544K Buy
5,424
+2,333
+75% +$231K 0.05% 165
2025
Q2 		$307K Sell
3,091
-76
-2% -$7.45K 0.03% 213
2025
Q1 		$313K Sell
3,167
-96
-3% -$9.38K 0.03% 205
2024
Q4 		$316K Sell
3,263
-1,841
-36% -$181K 0.03% 208
2024
Q3 		$517K Buy
5,104
+213
+4% +$21.3K 0.05% 162
2024
Q2 		$475K Sell
4,891
-3,924
-45% -$379K 0.05% 169
2024
Q1 		$863K Sell
8,815
-3,131
-26% -$306K 0.09% 127
2023
Q4 		$1.19M Sell
11,946
-2,099
-15% -$200K 0.13% 102
2023
Q3 		$1.32M Sell
14,045
-345
-2% -$33.2K 0.16% 92
2023
Q2 		$1.41M Sell
14,390
-2,449
-15% -$242K 0.15% 86
2023
Q1 		$1.68M Sell
16,839
-70
-0.4% -$6.92K 0.19% 72
2022
Q4 		$1.64M Sell
16,909
-2,811
-14% -$272K 0.17% 81
2022
Q3 		$1.9M Sell
19,720
-3,909
-17% -$395K 0.22% 59
2022
Q2 		$2.4M Sell
23,629
-4,432
-16% -$455K 0.25% 52
2022
Q1 		$3M Sell
28,061
-3,445
-11% -$379K 0.29% 47
2021
Q4 		$3.59M Sell
31,506
-7,583
-19% -$868K 0.34% 44
2021
Q3 		$4.49M Sell
39,089
-1,049
-3% -$122K 0.48% 38
2021
Q2 		$4.63M Buy
40,138
+15,733
+64% +$1.8M 0.49% 40
2021
Q1 		$2.78M Buy
+24,405
New +$2.83M 0.33% 45

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Crescent Grove Advisors's AGG Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q1 2026, selling an estimated $3.9K and leaving 2,037 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #294.

Crescent Grove Advisors first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.63M in Q2 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Crescent Grove Advisors held 2,037 shares of iShares Core US Aggregate Bond ETF worth $202K as of Q1 2026.
  • Crescent Grove Advisors sold 39 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $3.9K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #294 holding.
  • Crescent Grove Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Crescent Grove Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.63M in Q2 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.