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

ERTS 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 		$597K Hold
6,014
– – 0.19% 20
2025
Q4 		$601K Hold
6,014
– – 0.19% 22
2025
Q3 		$603K Hold
6,014
– – 0.19% 22
2025
Q2 		$597K Sell
6,014
-13,767
-70% -$1.35M 0.21% 23
2025
Q1 		$1.96M Sell
19,781
-2,098
-10% -$205K 0.38% 21
2024
Q4 		$2.12M Sell
21,879
-2,518
-10% -$248K 0.4% 22
2024
Q3 		$2.47M Buy
24,397
+14
+0.1% +$1.4K 0.46% 21
2024
Q2 		$2.37M Sell
24,383
-899
-4% -$86.8K 0.48% 21
2024
Q1 		$2.48M Sell
25,282
-92,463
-79% -$9.05M 0.51% 19
2023
Q4 		$11.7M Buy
+117,745
New +$11.2M 2.52% 12
2023
Q2 		– Sell
-2,403
Closed -$239K – 92
2023
Q1 		$239K Sell
2,403
-57,502
-96% -$5.68M 0.06% 84
2022
Q4 		$5.81M Buy
+59,905
New +$5.79M 1.51% 16
2019
Q1 		– Sell
-100
Closed -$11K – 96
2018
Q4 		$11K Buy
+100
New +$10.5K 0.01% 241

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

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

ERTS Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 6,014 shares worth $597K. The position accounts for 0.19% of the portfolio, ranked #20.

ERTS Wealth Advisors first reported a position in AGG in Q4 2018 and has held it in 13 quarters since. The position peaked at $11.7M in Q4 2023. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • ERTS Wealth Advisors held 6,014 shares of iShares Core US Aggregate Bond ETF worth $597K as of Q1 2026.
  • ERTS Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.19% of ERTS Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • ERTS Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 13 quarters since.
  • ERTS Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $11.7M in Q4 2023.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.