Garrett Wealth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Garrett Wealth Advisory Group’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	-2,581	Closed	-$258K	–	135
2025 Q4	$258K	Hold	2,581	–	–	0.05%	100
2025 Q3	$259K	Hold	2,581	–	–	0.05%	98
2025 Q2	$256K	Sell	2,581 -51	-2%	-$5K	0.05%	95
2025 Q1	$260K	Hold	2,632	–	–	0.06%	91
2024 Q4	$255K	Sell	2,632 -290	-10%	-$28.6K	0.06%	89
2024 Q3	$296K	Buy	2,922 +1	+0%	+$100	0.07%	72
2024 Q2	$284K	Buy	+2,921	New	+$282K	0.1%	69
2019 Q4	–	Sell	-731	Closed	-$82.8K	–	71
2019 Q3	$82.8K	Buy	+731	New	+$82.2K	0.06%	98

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

Garrett Wealth Advisory Group's AGG Position: Q1 2026 in Review

Garrett Wealth Advisory Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,581 shares — an estimated $258K sold.

Garrett Wealth Advisory Group first reported a position in AGG in Q3 2019 and held it in 8 quarters. The position peaked at $296K in Q3 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Garrett Wealth Advisory Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Garrett Wealth Advisory Group sold 2,581 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $258K.
Garrett Wealth Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 8 quarters.
Garrett Wealth Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $296K in Q3 2024.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.