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

EP 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	$317M	Buy	3,190,653 +410,160	+15%	+$41M	1.56%	12
2025 Q4	$278M	Buy	+2,780,493	New	+$279M	1.44%	17
2025 Q2	$235M	Buy	2,370,636 +24,666	+1%	+$2.42M	1.55%	16
2025 Q1	$232M	Buy	2,345,970 +30,479	+1%	+$2.98M	1.85%	11
2024 Q4	$224M	Buy	2,315,491 +626,728	+37%	+$61.7M	1.83%	11
2024 Q3	$171M	Buy	1,688,763 +66,469	+4%	+$6.63M	1.47%	15
2024 Q2	$157M	Buy	1,622,294 +70,177	+5%	+$6.77M	1.67%	12
2024 Q1	$152M	Sell	1,552,117 -244,844	-14%	-$24M	1.78%	9
2023 Q4	$178M	Buy	1,796,961 +1,063,074	+145%	+$101M	2.27%	5
2023 Q3	$69M	Buy	733,887 +416,380	+131%	+$40.1M	1.07%	21
2023 Q2	$38.7M	Hold	317,507	–	–	0.56%	41
2023 Q1	$31.6M	Sell	317,507 -492,110	-61%	-$48.6M	0.54%	44
2022 Q4	$78.5M	Buy	809,617 +344,074	+74%	+$33.3M	1.42%	10
2022 Q3	$44.9M	Sell	465,543 -140,524	-23%	-$14.2M	1.02%	20
2022 Q2	$61.6M	Buy	606,067 +239,984	+66%	+$24.7M	1.39%	11
2022 Q1	$39.2M	Buy	366,083 +248,139	+210%	+$27.3M	0.86%	28
2021 Q4	$13.5M	Buy	117,944 +51,874	+79%	+$5.93M	0.32%	60
2021 Q3	$7.59M	Sell	66,070 -30,693	-32%	-$3.56M	0.21%	67
2021 Q2	$11.2M	Buy	96,763 +5,934	+7%	+$680K	0.31%	62
2021 Q1	$10.3M	Sell	90,829 -44,543	-33%	-$5.16M	0.33%	60
2020 Q4	$16M	Buy	135,372 +101,142	+295%	+$11.9M	0.56%	42
2020 Q3	$4.04M	Sell	34,230 -30,445	-47%	-$3.61M	0.17%	72
2020 Q2	$7.64M	Buy	64,675 +16,823	+35%	+$1.97M	0.33%	58
2020 Q1	$5.52M	Buy	47,852 +18,979	+66%	+$2.16M	0.27%	64
2019 Q4	$3.24M	Buy	28,873 +3,000	+12%	+$338K	0.13%	104
2019 Q3	$2.93M	Buy	+25,873	New	+$2.91M	0.15%	88
2019 Q2	–	Sell	-29,169	Closed	-$3.18M	–	313
2019 Q1	$3.18M	Sell	29,169 -239,852	-89%	-$25.7M	0.31%	53
2018 Q4	$28.6M	Buy	269,021 +151,989	+130%	+$15.9M	2.21%	7
2018 Q3	$12.3M	Buy	117,032 +90,032	+333%	+$9.55M	0.96%	33
2018 Q2	$2.87M	Buy	27,000 +4,010	+17%	+$425K	0.27%	54
2018 Q1	$2.47M	Sell	22,990 -8,195	-26%	-$880K	0.24%	58
2017 Q4	$3.41M	Buy	31,185 +4,469	+17%	+$489K	0.36%	42
2017 Q3	$2.93M	Sell	26,716 -44	-0.2%	-$4.83K	0.34%	44
2017 Q2	$2.93M	Sell	26,760 -40,700	-60%	-$4.45M	0.36%	47
2017 Q1	$7.32M	Sell	67,460 -422,762	-86%	-$45.7M	1.01%	33
2016 Q4	$45.6M	Buy	490,222 +466,202	+1,941%	+$51.1M	6.66%	3
2016 Q3	$2.7M	Buy	24,020 +2,565	+12%	+$288K	0.42%	41
2016 Q2	$2.42M	Sell	21,455 -2,600	-11%	-$289K	0.39%	44
2016 Q1	$2.67M	Sell	24,055 -91,470	-79%	-$10M	0.41%	42
2015 Q4	$12.5M	Buy	115,525 +89,100	+337%	+$9.7M	2.1%	11
2015 Q3	$2.9M	Buy	26,425 +12,960	+96%	+$1.41M	0.55%	40
2015 Q2	$1.46M	Sell	13,465 -11,217	-45%	-$1.23M	0.27%	41
2015 Q1	$2.75M	Sell	24,682 -71,193	-74%	-$7.91M	0.52%	40
2014 Q4	$10.6M	Sell	95,875 -995,865	-91%	-$110M	1.74%	24
2014 Q3	$119M	Buy	1,091,740 +1,088,950	+39,030%	+$119M	19.29%	1
2014 Q2	$305K	Sell	2,790 -1,510	-35%	-$164K	0.07%	82
2014 Q1	$464K	Sell	4,300 -52,555	-92%	-$5.65M	0.13%	63
2013 Q4	$6.05M	Buy	56,855 +29,970	+111%	+$3.21M	1.57%	28
2013 Q3	$2.88M	Buy	+26,885	New	+$2.86M	0.91%	34

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

EP Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2026, buying an estimated $41M and bringing the position to 3,190,653 shares worth $317M. The position accounts for 1.56% of the portfolio, ranked #12.

EP Wealth Advisors first reported a position in AGG in Q3 2013 and has held it in 49 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

EP Wealth Advisors held 3,190,653 shares of iShares Core US Aggregate Bond ETF worth $317M as of Q1 2026.
EP Wealth Advisors bought 410,160 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $41M.
iShares Core US Aggregate Bond ETF made up 1.56% of EP Wealth Advisors's portfolio in Q1 2026, its #12 holding.
EP Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2013 and has held it in 49 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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