Frank Rimerman Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Frank Rimerman Advisors’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	-3,996	Closed	-$399K	–	592
2025 Q4	$399K	Hold	3,996	–	–	0.03%	435
2025 Q3	$401K	Hold	3,996	–	–	0.03%	410
2025 Q2	$396K	Hold	3,996	–	–	0.03%	393
2025 Q1	$395K	Hold	3,996	–	–	0.03%	358
2024 Q4	$387K	Hold	3,996	–	–	0.03%	361
2024 Q3	$405K	Hold	3,996	–	–	0.03%	367
2024 Q2	$388K	Hold	3,996	–	–	0.03%	398
2024 Q1	$391K	Hold	3,996	–	–	0.08%	71
2023 Q4	$397K	Hold	3,996	–	–	0.08%	70
2023 Q3	$376K	Hold	3,996	–	–	0.09%	67
2023 Q2	$391K	Hold	3,996	–	–	0.09%	70
2023 Q1	$398K	Hold	3,996	–	–	0.11%	66
2022 Q4	$388K	Buy	+3,996	New	+$386K	0.12%	59

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

Frank Rimerman Advisors's AGG Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 3,996 shares — an estimated $399K sold.

Frank Rimerman Advisors first reported a position in AGG in Q4 2022 and held it in 13 quarters. The position peaked at $405K in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Frank Rimerman Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 3,996 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $399K.
Frank Rimerman Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 13 quarters.
Frank Rimerman Advisors's iShares Core US Aggregate Bond ETF position peaked at $405K in Q3 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.