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Curat Global’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Curat Global’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
-11,466
Closed -$1.15M – 266
2025
Q4 		$1.15M Buy
11,466
+8,620
+303% +$865K 1.27% 14
2025
Q3 		$285K Buy
2,846
+1,500
+111% +$149K 0.27% 85
2025
Q2 		$133K Hold
1,346
– – 0.13% 118
2025
Q1 		$133K Buy
+1,346
New +$132K 0.16% 123

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

Curat Global's AGG Position: Q1 2026 in Review

Curat Global sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 11,466 shares — an estimated $1.15M sold.

Curat Global first reported a position in AGG in Q1 2025 and held it in 4 quarters. The position peaked at $1.15M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Curat Global reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Curat Global sold 11,466 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.15M.
  • Curat Global first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Curat Global's iShares Core US Aggregate Bond ETF position peaked at $1.15M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.