Crestmont Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Crestmont Private 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	–	Sell	-5,739	Closed	-$573K	–	106
2025 Q4	$573K	Buy	+5,739	New	+$576K	0.19%	44
2024 Q2	–	Sell	-143,166	Closed	-$14M	–	85
2024 Q1	$14M	Sell	143,166 -11,605	-7%	-$1.14M	6.96%	3
2023 Q4	$15.4M	Buy	154,771 +1,004	+0.7%	+$95.5K	7.82%	3
2023 Q3	$14.5M	Sell	153,767 -1,759	-1%	-$169K	8.85%	3
2023 Q2	$15.2M	Buy	155,526 +9,408	+6%	+$930K	8.93%	3
2023 Q1	$14.6M	Buy	146,118 +1,412	+1%	+$140K	9.52%	3
2022 Q4	$14M	Buy	144,706 +6,154	+4%	+$595K	9.6%	3
2022 Q3	$13.3M	Buy	+138,552	New	+$14M	10.12%	3

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

Crestmont Private Wealth's AGG Position: Q1 2026 in Review

Crestmont Private Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 5,739 shares — an estimated $573K sold.

Crestmont Private Wealth first reported a position in AGG in Q3 2022 and held it in 8 quarters. The position peaked at $15.4M in Q4 2023. 2,079 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Crestmont Private Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Crestmont Private Wealth sold 5,739 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $573K.
Crestmont Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 8 quarters.
Crestmont Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $15.4M in Q4 2023.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.