FWL Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FWL Investment 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	$195K	Sell	1,963 -885	-31%	-$88.5K	0.04%	104
2025 Q4	$284K	Buy	2,848 +836	+42%	+$83.9K	0.07%	74
2025 Q3	$202K	Hold	2,012	–	–	0.05%	83
2025 Q2	$200K	Hold	2,012	–	–	0.06%	89
2025 Q1	$199K	Sell	2,012 -10	-0.5%	-$978	0.07%	79
2024 Q4	$196K	Sell	2,022 -112	-5%	-$11K	0.07%	84
2024 Q3	$216K	Buy	2,134 +2,092	+4,981%	+$209K	0.08%	73
2024 Q2	$4.08K	Hold	42	–	–	﹤0.01%	212
2024 Q1	$4.11K	Hold	42	–	–	﹤0.01%	197
2023 Q4	$4.17K	Buy	42 +10	+31%	+$952	﹤0.01%	199
2023 Q3	$3.01K	Buy	+32	New	+$3.08K	﹤0.01%	166
2023 Q2	–	Sell	-32	Closed	-$3.19K	–	51
2023 Q1	$3.19K	Hold	32	–	–	﹤0.01%	68
2022 Q4	$3.1K	Hold	32	–	–	﹤0.01%	165
2022 Q3	$3K	Buy	+32	New	+$3.24K	﹤0.01%	55

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

FWL Investment Management's AGG Position: Q1 2026 in Review

FWL Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q1 2026, selling an estimated $88.5K and leaving 1,963 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #104.

FWL Investment Management first reported a position in AGG in Q3 2022 and has held it in 14 quarters since. The position peaked at $284K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

FWL Investment Management held 1,963 shares of iShares Core US Aggregate Bond ETF worth $195K as of Q1 2026.
FWL Investment Management sold 885 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $88.5K.
iShares Core US Aggregate Bond ETF made up 0.04% of FWL Investment Management's portfolio in Q1 2026, its #104 holding.
FWL Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 14 quarters since.
FWL Investment Management's iShares Core US Aggregate Bond ETF position peaked at $284K in Q4 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.