Empower Advisory Group
AGG icon

Empower Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Empower Advisory Group’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 		$5.41M Sell
54,456
-303
-0.6% -$30.3K 0.01% 183
2025
Q4 		$5.47M Buy
54,759
+3,345
+7% +$336K 0.01% 182
2025
Q3 		$5.15M Sell
51,414
-5,661
-10% -$562K 0.01% 181
2025
Q2 		$5.66M Sell
57,075
-5,141
-8% -$504K 0.02% 178
2025
Q1 		$6.15M Sell
62,216
-49,817
-44% -$4.87M 0.02% 175
2024
Q4 		$10.9M Sell
112,033
-19,911
-15% -$1.96M 0.04% 158
2024
Q3 		$13.4M Buy
131,944
+3,434
+3% +$343K 0.05% 148
2024
Q2 		$12.5M Sell
128,510
-20,245
-14% -$1.95M 0.05% 147
2024
Q1 		$14.6M Sell
148,755
-1,330,637
-90% -$130M 0.05% 139
2023
Q4 		$147M Buy
1,479,392
+1,428,035
+2,781% +$136M 0.58% 34
2023
Q3 		$4.83M Buy
51,357
+8,634
+20% +$832K 0.02% 180
2023
Q2 		$4.18M Sell
42,723
-4,415
-9% -$436K 0.02% 191
2023
Q1 		$4.71M Buy
+47,138
New +$4.66M 0.02% 189

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

Empower Advisory Group's AGG Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.55% in Q1 2026, selling an estimated $30.3K and leaving 54,456 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #183.

Empower Advisory Group first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $147M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Empower Advisory Group held 54,456 shares of iShares Core US Aggregate Bond ETF worth $5.41M as of Q1 2026.
  • Empower Advisory Group sold 303 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $30.3K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Empower Advisory Group's portfolio in Q1 2026, its #183 holding.
  • Empower Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $147M in Q4 2023.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.