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Delos Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Delos Wealth 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 		$3.05M Buy
30,741
+3,017
+11% +$302K 1.75% 22
2025
Q4 		$2.77M Buy
27,724
+530
+2% +$53.2K 1.83% 24
2025
Q3 		$2.73M Buy
27,194
+2,500
+10% +$248K 1.84% 23
2025
Q2 		$2.45M Sell
24,694
-6,084
-20% -$596K 1.91% 21
2025
Q1 		$3.04M Sell
30,778
-218
-0.7% -$21.3K 2.41% 17
2024
Q4 		$3M Buy
30,996
+6,276
+25% +$618K 2.39% 17
2024
Q3 		$2.5M Buy
24,720
+2,891
+13% +$288K 2.18% 18
2024
Q2 		$2.12M Buy
21,829
+1,275
+6% +$123K 2.05% 19
2024
Q1 		$2.01M Buy
20,554
+3,809
+23% +$373K 2.26% 17
2023
Q4 		$1.66M Buy
16,745
+155
+0.9% +$14.8K 2.41% 13
2023
Q3 		$1.61M Sell
16,590
-445
-3% -$42.9K 1.94% 16
2023
Q2 		$1.67M Buy
17,035
+42
+0.2% +$4.15K 2.13% 14
2023
Q1 		$1.69M Buy
16,993
+8,390
+98% +$829K 2.14% 14
2022
Q4 		$834K Sell
8,603
-19,739
-70% -$1.91M 1.29% 27
2022
Q3 		$2.73M Buy
28,342
+1,417
+5% +$143K 3.27% 12
2022
Q2 		$2.74M Sell
26,925
-307
-1% -$31.5K 3.06% 13
2022
Q1 		$2.92M Sell
27,232
-18,243
-40% -$2.01M 2.87% 10
2021
Q4 		$5.19M Buy
45,475
+1,564
+4% +$179K 4.94% 3
2021
Q3 		$5.04M Sell
43,911
-4,306
-9% -$499K 5.54% 3
2021
Q2 		$5.56M Buy
+48,217
New +$5.52M 6.95% 3

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

Delos Wealth Advisors's AGG Position: Q1 2026 in Review

Delos Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $302K and bringing the position to 30,741 shares worth $3.05M. The position accounts for 1.75% of the portfolio, ranked #22.

Delos Wealth Advisors first reported a position in AGG in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.56M in Q2 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Delos Wealth Advisors held 30,741 shares of iShares Core US Aggregate Bond ETF worth $3.05M as of Q1 2026.
  • Delos Wealth Advisors bought 3,017 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $302K.
  • iShares Core US Aggregate Bond ETF made up 1.75% of Delos Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Delos Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Delos Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.56M in Q2 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.