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

Curry Webb 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 		$5.49M Sell
55,264
-13,528
-20% -$1.35M 2.59% 12
2025
Q4 		$6.87M Buy
+68,792
New +$6.9M 3.41% 8

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $80B AUM 26.12% 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

Curry Webb Wealth Management's AGG Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q1 2026, selling an estimated $1.35M and leaving 55,264 shares worth $5.49M. The position accounts for 2.59% of the portfolio, ranked #12.

Curry Webb Wealth Management first reported a position in AGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.87M in Q4 2025. 2,077 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Curry Webb Wealth Management held 55,264 shares of iShares Core US Aggregate Bond ETF worth $5.49M as of Q1 2026.
  • Curry Webb Wealth Management sold 13,528 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.35M.
  • iShares Core US Aggregate Bond ETF made up 2.59% of Curry Webb Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Curry Webb Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $6.87M in Q4 2025.
  • 2,077 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.