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

Edgestream 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 		$1.47M Sell
14,792
-68,007
-82% -$6.8M 0.05% 564
2025
Q4 		$8.27M Sell
82,799
-11,533
-12% -$1.16M 0.23% 103
2025
Q3 		$9.46M Buy
94,332
+84,548
+864% +$8.39M 0.28% 78
2025
Q2 		$971K Buy
+9,784
New +$959K 0.03% 644
2025
Q1 		– Sell
-2,432
Closed -$236K – 822
2024
Q4 		$236K Sell
2,432
-19,423
-89% -$1.91M 0.01% 796
2024
Q3 		$2.21M Sell
21,855
-16,310
-43% -$1.63M 0.1% 372
2024
Q2 		$3.7M Buy
+38,165
New +$3.68M 0.18% 188
2024
Q1 		– Sell
-11,124
Closed -$1.1M – 792
2023
Q4 		$1.1M Buy
11,124
+7,207
+184% +$686K 0.08% 414
2023
Q3 		$368K Buy
3,917
+1,713
+78% +$165K 0.03% 664
2023
Q2 		$216K Buy
+2,204
New +$218K 0.02% 686

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

Edgestream Partners's AGG Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 82% in Q1 2026, selling an estimated $6.8M and leaving 14,792 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #564.

Edgestream Partners first reported a position in AGG in Q2 2023 and has held it in 10 quarters since. The position peaked at $9.46M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Edgestream Partners held 14,792 shares of iShares Core US Aggregate Bond ETF worth $1.47M as of Q1 2026.
  • Edgestream Partners sold 68,007 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.8M.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Edgestream Partners's portfolio in Q1 2026, its #564 holding.
  • Edgestream Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • Edgestream Partners's iShares Core US Aggregate Bond ETF position peaked at $9.46M in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.