EF
AGG icon

Elite Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Elite Financial’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 		$284K Sell
2,868
-99
-3% -$9.9K 0.13% 48
2025
Q4 		$296K Hold
2,967
– – 0.13% 47
2025
Q3 		$297K Buy
+2,967
New +$294K 0.14% 46
2025
Q2 		– Sell
-1,350
Closed -$133K – 57
2025
Q1 		$133K Buy
+1,350
New +$132K 0.07% 58

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

Elite Financial's AGG Position: Q1 2026 in Review

Elite Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q1 2026, selling an estimated $9.9K and leaving 2,868 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #48.

Elite Financial first reported a position in AGG in Q1 2025 and has held it in 4 quarters since. The position peaked at $297K in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Elite Financial held 2,868 shares of iShares Core US Aggregate Bond ETF worth $284K as of Q1 2026.
  • Elite Financial sold 99 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $9.9K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Elite Financial's portfolio in Q1 2026, its #48 holding.
  • Elite Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Elite Financial's iShares Core US Aggregate Bond ETF position peaked at $297K in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.