First Washington Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Washington Corp’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	$4.06M	Sell	40,935 -256,847	-86%	-$25.7M	1.15%	32
2025 Q4	$29.7M	Hold	297,782	–	–	7.7%	3
2025 Q3	$29.9M	Sell	297,782 -85,985	-22%	-$8.53M	8%	3
2025 Q2	$38.1M	Hold	383,767	–	–	12.27%	1
2025 Q1	$38M	Buy	383,767 +59,448	+18%	+$5.81M	13.33%	1
2024 Q4	$31.4M	Buy	324,319 +221,469	+215%	+$21.8M	11.11%	2
2024 Q3	$10.4M	Hold	102,850	–	–	4.14%	2
2024 Q2	$9.98M	Buy	+102,850	New	+$9.93M	3.7%	4

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

First Washington Corp's AGG Position: Q1 2026 in Review

First Washington Corp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 86% in Q1 2026, selling an estimated $25.7M and leaving 40,935 shares worth $4.06M. The position accounts for 1.15% of the portfolio, ranked #32.

First Washington Corp first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $38.1M in Q2 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

First Washington Corp held 40,935 shares of iShares Core US Aggregate Bond ETF worth $4.06M as of Q1 2026.
First Washington Corp sold 256,847 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $25.7M.
iShares Core US Aggregate Bond ETF made up 1.15% of First Washington Corp's portfolio in Q1 2026, its #32 holding.
First Washington Corp first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
First Washington Corp's iShares Core US Aggregate Bond ETF position peaked at $38.1M in Q2 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on First Washington Corp's 13F filing for Q1 2026, filed 14 May 2026.