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Fourth Dimension Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fourth Dimension Wealth’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 		$373K Sell
3,760
-7,027
-65% -$703K 0.14% 94
2025
Q4 		$1.08M Buy
10,787
+8,496
+371% +$853K 0.39% 52
2025
Q3 		$230K Sell
2,291
-47
-2% -$4.66K 0.09% 123
2025
Q2 		$232K Buy
2,338
+1,885
+416% +$185K 0.1% 117
2025
Q1 		$44.8K Sell
453
-141
-24% -$13.8K 0.02% 230
2024
Q4 		$57.6K Buy
+594
New +$58.5K 0.03% 208

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

Fourth Dimension Wealth's AGG Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 65% in Q1 2026, selling an estimated $703K and leaving 3,760 shares worth $373K. The position accounts for 0.14% of the portfolio, ranked #94.

Fourth Dimension Wealth first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Fourth Dimension Wealth held 3,760 shares of iShares Core US Aggregate Bond ETF worth $373K as of Q1 2026.
  • Fourth Dimension Wealth sold 7,027 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $703K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Fourth Dimension Wealth's portfolio in Q1 2026, its #94 holding.
  • Fourth Dimension Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.