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Fiduciary Alliance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fiduciary Alliance’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 		– Sell
-4,346
Closed -$434K – 549
2025
Q4 		$434K Buy
4,346
+2,011
+86% +$202K 0.03% 360
2025
Q3 		$234K Buy
2,335
+1
+0% +$99 0.02% 458
2025
Q2 		$232K Buy
+2,334
New +$229K 0.02% 442
2024
Q4 		– Sell
-2,496
Closed -$253K – 353
2024
Q3 		$253K Buy
+2,496
New +$249K 0.03% 221
2024
Q2 		– Sell
-2,639
Closed -$256K – 214
2024
Q1 		$256K Sell
2,639
-4,076
-61% -$399K 0.05% 164
2023
Q4 		$666K Sell
6,715
-43,159
-87% -$4.11M 0.13% 97
2023
Q3 		$4.69M Buy
49,874
+3,375
+7% +$325K 1.08% 27
2023
Q2 		$4.55M Buy
46,499
+7,090
+18% +$701K 0.98% 31
2023
Q1 		$3.93M Buy
39,409
+2,558
+7% +$253K 0.99% 36
2022
Q4 		$3.57M Buy
+36,851
New +$3.56M 0.92% 36

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

Fiduciary Alliance's AGG Position: Q1 2026 in Review

Fiduciary Alliance sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 4,346 shares — an estimated $434K sold.

Fiduciary Alliance first reported a position in AGG in Q4 2022 and held it in 10 quarters. The position peaked at $4.69M in Q3 2023. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Fiduciary Alliance reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 4,346 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $434K.
  • Fiduciary Alliance first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
  • Fiduciary Alliance's iShares Core US Aggregate Bond ETF position peaked at $4.69M in Q3 2023.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.