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Genesis Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Genesis Wealth 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 		$621K Sell
6,251
-57
-0.9% -$5.7K 0.41% 23
2025
Q4 		$630K Sell
6,308
-420
-6% -$42.1K 0.43% 24
2025
Q3 		$674K Sell
6,728
-25
-0.4% -$2.48K 0.48% 27
2025
Q2 		$670K Sell
6,753
-1,240
-16% -$122K 0.5% 27
2025
Q1 		$791K Sell
7,993
-694
-8% -$67.8K 0.64% 23
2024
Q4 		$842K Buy
+8,687
New +$856K 0.73% 27
2015
Q2 		$5.69M Buy
52,345
+4,275
+9% +$470K 4.63% 5
2015
Q1 		$5.36M Buy
48,070
+1,812
+4% +$201K 4.46% 4
2014
Q4 		$5.15M Buy
+46,258
New +$5.09M 4.09% 5

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

Genesis Wealth Advisors's AGG Position: Q1 2026 in Review

Genesis Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.9% in Q1 2026, selling an estimated $5.7K and leaving 6,251 shares worth $621K. The position accounts for 0.41% of the portfolio, ranked #23.

Genesis Wealth Advisors first reported a position in AGG in Q4 2014 and has held it in 9 quarters since. The position peaked at $5.69M in Q2 2015. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Genesis Wealth Advisors held 6,251 shares of iShares Core US Aggregate Bond ETF worth $621K as of Q1 2026.
  • Genesis Wealth Advisors sold 57 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.7K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Genesis Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Genesis Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 9 quarters since.
  • Genesis Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.69M in Q2 2015.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.