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Gen-Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gen-Wealth Partners’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 		$758K Buy
83,872
+557
+0.7% +$55.7K 0.24% 87
2025
Q4 		$707K Buy
83,315
+78,187
+1,525% +$7.85M 0.23% 83
2025
Q3 		$514K Buy
5,128
+4,827
+1,604% +$479K 0.17% 140
2025
Q2 		$29.9K Buy
301
+5
+2% +$490 0.01% 381
2025
Q1 		$29.3K Buy
296
+2
+0.7% +$196 0.01% 383
2024
Q4 		$28.5K Buy
294
+3
+1% +$295 0.01% 406
2024
Q3 		$28.7K Buy
291
+243
+506% +$24.2K 0.01% 423
2024
Q2 		$4.66K Hold
48
– – ﹤0.01% 526
2024
Q1 		$4.7K Buy
+48
New +$4.7K ﹤0.01% 513

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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Gen-Wealth Partners's AGG Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.67% in Q1 2026, buying an estimated $55.7K and bringing the position to 83,872 shares worth $758K. The position accounts for 0.24% of the portfolio, ranked #87.

Gen-Wealth Partners first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Gen-Wealth Partners held 83,872 shares of iShares Core US Aggregate Bond ETF worth $758K as of Q1 2026.
  • Gen-Wealth Partners bought 557 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $55.7K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Gen-Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Gen-Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.