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Edgemoor Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Edgemoor Investment 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 		$2.27M Buy
22,836
+5,979
+35% +$598K 0.18% 74
2025
Q4 		$1.68M Buy
16,857
+1,140
+7% +$114K 0.13% 81
2025
Q3 		$1.58M Sell
15,717
-6,725
-30% -$667K 0.12% 86
2025
Q2 		$2.23M Sell
22,442
-620
-3% -$60.8K 0.19% 70
2025
Q1 		$2.28M Buy
23,062
+485
+2% +$47.4K 0.21% 67
2024
Q4 		$2.19M Buy
22,577
+10,802
+92% +$1.06M 0.19% 64
2024
Q3 		$1.19M Buy
11,775
+2,875
+32% +$287K 0.1% 90
2024
Q2 		$864K Buy
8,900
+475
+6% +$45.9K 0.08% 93
2024
Q1 		$825K Buy
8,425
+250
+3% +$24.5K 0.08% 93
2023
Q4 		$811K Buy
8,175
+2,760
+51% +$263K 0.08% 92
2023
Q3 		$509K Buy
5,415
+1,400
+35% +$135K 0.06% 111
2023
Q2 		$393K Sell
4,015
-350
-8% -$34.6K 0.04% 116
2023
Q1 		$435K Hold
4,365
– – 0.05% 113
2022
Q4 		$423K Sell
4,365
-15
-0.3% -$1.45K 0.05% 122
2022
Q3 		$422K Sell
4,380
-140
-3% -$14.2K 0.06% 107
2022
Q2 		$460K Hold
4,520
– – 0.06% 110
2022
Q1 		$484K Sell
4,520
-126,333
-97% -$13.9M 0.05% 111
2021
Q4 		$14.9M Sell
130,853
-158
-0.1% -$18.1K 1.53% 16
2021
Q3 		$15M Sell
131,011
-23,259
-15% -$2.7M 1.71% 16
2021
Q2 		$17.8M Sell
154,270
-6,886
-4% -$789K 1.66% 17
2021
Q1 		$18.3M Sell
161,156
-1,459
-0.9% -$169K 1.84% 13
2020
Q4 		$19.2M Sell
162,615
-13,065
-7% -$1.54M 2.15% 10
2020
Q3 		$20.7M Buy
175,680
+8,872
+5% +$1.05M 2.57% 8
2020
Q2 		$19.7M Buy
166,808
+8,493
+5% +$994K 2.65% 7
2020
Q1 		$18.3M Buy
158,315
+4,639
+3% +$529K 2.98% 6
2019
Q4 		$17.3M Buy
153,676
+4,798
+3% +$541K 1.97% 11
2019
Q3 		$16.8M Buy
148,878
+2,451
+2% +$276K 2.08% 11
2019
Q2 		$16.3M Buy
146,427
+8,855
+6% +$968K 2.06% 11
2019
Q1 		$15M Buy
137,572
+21,384
+18% +$2.29M 1.97% 13
2018
Q4 		$12.4M Buy
116,188
+837
+0.7% +$87.8K 1.85% 14
2018
Q3 		$12.2M Buy
115,351
+15,002
+15% +$1.59M 1.51% 21
2018
Q2 		$10.7M Buy
100,349
+21,184
+27% +$2.25M 1.43% 23
2018
Q1 		$8.49M Buy
79,165
+17,496
+28% +$1.88M 1.13% 36
2017
Q4 		$6.71M Buy
61,669
+37,936
+160% +$4.15M 0.85% 44
2017
Q3 		$2.6M Buy
+23,733
New +$2.61M 0.35% 65

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

Edgemoor Investment Advisors's AGG Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q1 2026, buying an estimated $598K and bringing the position to 22,836 shares worth $2.27M. The position accounts for 0.18% of the portfolio, ranked #74.

Edgemoor Investment Advisors first reported a position in AGG in Q3 2017 and has held it in 35 quarters since. The position peaked at $20.7M in Q3 2020. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Edgemoor Investment Advisors held 22,836 shares of iShares Core US Aggregate Bond ETF worth $2.27M as of Q1 2026.
  • Edgemoor Investment Advisors bought 5,979 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $598K.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 35 quarters since.
  • Edgemoor Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $20.7M in Q3 2020.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.