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Firestone Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Firestone Capital Management’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 		$9.22M Buy
92,860
+815
+0.9% +$81.5K 1.92% 15
2025
Q4 		$9.19M Buy
92,045
+283
+0.3% +$28.4K 1.95% 15
2025
Q3 		$9.2M Buy
91,762
+5,114
+6% +$507K 1.99% 15
2025
Q2 		$8.6M Sell
86,648
-3,023
-3% -$296K 2.02% 15
2025
Q1 		$8.87M Sell
89,671
-1,388
-2% -$136K 2.33% 15
2024
Q4 		$8.82M Buy
91,059
+4,807
+6% +$473K 2.19% 15
2024
Q3 		$8.73M Sell
86,252
-2,521
-3% -$252K 2.19% 15
2024
Q2 		$8.62M Buy
88,773
+6,168
+7% +$595K 2.35% 13
2024
Q1 		$8.09M Buy
82,605
+336
+0.4% +$32.9K 2.25% 15
2023
Q4 		$8.17M Buy
82,269
+9,165
+13% +$872K 2.51% 13
2023
Q3 		$6.87M Buy
73,104
+1,694
+2% +$163K 2.35% 14
2023
Q2 		$7M Sell
71,410
-1,684
-2% -$166K 2.28% 14
2023
Q1 		$7.28M Buy
73,094
+1,647
+2% +$163K 2.62% 13
2022
Q4 		$6.93M Buy
71,447
+61,092
+590% +$5.91M 2.58% 13
2022
Q3 		$998K Buy
10,355
+2,635
+34% +$266K 0.41% 47
2022
Q2 		$785K Buy
7,720
+4
+0.1% +$411 0.31% 51
2022
Q1 		$826K Buy
7,716
+2
+0% +$220 0.27% 53
2021
Q4 		$880K Buy
7,714
+7
+0.1% +$801 0.28% 52
2021
Q3 		$889K Hold
7,707
– – 0.29% 48
2021
Q2 		$889K Sell
7,707
-1,054
-12% -$121K 0.32% 48
2021
Q1 		$997K Sell
8,761
-257
-3% -$29.8K 0.35% 46
2020
Q4 		$1.07M Buy
9,018
+16
+0.2% +$1.89K 0.41% 42
2020
Q3 		$1.06M Buy
9,002
+11
+0.1% +$1.3K 0.48% 37
2020
Q2 		$1.06M Buy
8,991
+7,000
+352% +$819K 0.49% 37
2020
Q1 		$230K Sell
1,991
-523
-21% -$59.6K 0.12% 73
2019
Q4 		$282K Buy
+2,514
New +$283K 0.12% 79

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

Firestone Capital Management's AGG Position: Q1 2026 in Review

Firestone Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.89% in Q1 2026, buying an estimated $81.5K and bringing the position to 92,860 shares worth $9.22M. The position accounts for 1.92% of the portfolio, ranked #15.

Firestone Capital Management first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Firestone Capital Management held 92,860 shares of iShares Core US Aggregate Bond ETF worth $9.22M as of Q1 2026.
  • Firestone Capital Management bought 815 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $81.5K.
  • iShares Core US Aggregate Bond ETF made up 1.92% of Firestone Capital Management's portfolio in Q1 2026, its #15 holding.
  • Firestone Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.