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Cyndeo Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cyndeo Wealth Partners’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 		$2.5M Buy
25,219
+604
+2% +$60.4K 0.13% 155
2025
Q4 		$2.46M Sell
24,615
-545
-2% -$54.7K 0.13% 150
2025
Q3 		$2.52M Buy
25,160
+1,711
+7% +$170K 0.14% 146
2025
Q2 		$2.33M Sell
23,449
-787
-3% -$77.1K 0.14% 153
2025
Q1 		$2.4M Buy
24,236
+2,980
+14% +$291K 0.16% 146
2024
Q4 		$2.06M Sell
21,256
-1,832
-8% -$180K 0.14% 157
2024
Q3 		$2.34M Sell
23,088
-310,488
-93% -$31M 0.16% 151
2024
Q2 		$32.4M Buy
333,576
+5,802
+2% +$560K 2.54% 3
2024
Q1 		$32.1M Buy
327,774
+1,619
+0.5% +$158K 2.67% 2
2023
Q4 		$32.4M Sell
326,155
-12,840
-4% -$1.22M 3% 2
2023
Q3 		$31.9M Sell
338,995
-1,295
-0.4% -$125K 3.32% 2
2023
Q2 		$33.3M Sell
340,290
-135,640
-28% -$13.4M 3.48% 2
2023
Q1 		$47.4M Buy
475,930
+302,896
+175% +$29.9M 5.11% 1
2022
Q4 		$16.8M Buy
+173,034
New +$16.7M 1.97% 4

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

Cyndeo Wealth Partners's AGG Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q1 2026, buying an estimated $60.4K and bringing the position to 25,219 shares worth $2.5M. The position accounts for 0.13% of the portfolio, ranked #155.

Cyndeo Wealth Partners first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $47.4M in Q1 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cyndeo Wealth Partners held 25,219 shares of iShares Core US Aggregate Bond ETF worth $2.5M as of Q1 2026.
  • Cyndeo Wealth Partners bought 604 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $60.4K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #155 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $47.4M in Q1 2023.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.