Fortitude Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fortitude Family Office’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	-389	Closed	-$38.9K	–	1892
2025 Q4	$38.9K	Buy	+389	New	+$39K	0.01%	278
2025 Q3	–	Sell	-130	Closed	-$12.9K	–	1980
2025 Q2	$12.9K	Buy	+130	New	+$12.7K	﹤0.01%	481
2025 Q1	–	Sell	-566	Closed	-$54.8K	–	1149
2024 Q4	$54.8K	Buy	566 +536	+1,787%	+$52.8K	0.02%	239
2024 Q3	$3.04K	Buy	+30	New	+$2.99K	﹤0.01%	923

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fortitude Family Office's AGG Position: Q1 2026 in Review

Fortitude Family Office sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 389 shares — an estimated $38.9K sold.

Fortitude Family Office first reported a position in AGG in Q3 2024 and held it in 4 quarters. The position peaked at $54.8K in Q4 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Fortitude Family Office reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Fortitude Family Office sold 389 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $38.9K.
Fortitude Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and held it in 4 quarters.
Fortitude Family Office's iShares Core US Aggregate Bond ETF position peaked at $54.8K in Q4 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.