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Glassy Mountain Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Glassy Mountain 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 		$8.73M Buy
87,961
+5,593
+7% +$560K 2.71% 13
2025
Q4 		$8.23M Buy
82,368
+6,788
+9% +$681K 2.49% 16
2025
Q3 		$7.58M Sell
75,580
-8,581
-10% -$851K 2.28% 17
2025
Q2 		$8.35M Buy
84,161
+2,305
+3% +$226K 2.69% 14
2025
Q1 		$8.1M Buy
81,856
+13,387
+20% +$1.31M 2.87% 16
2024
Q4 		$6.63M Buy
68,469
+17,551
+34% +$1.73M 2.27% 19
2024
Q3 		$5.16M Buy
50,918
+8,903
+21% +$888K 1.81% 24
2024
Q2 		$4.08M Buy
42,015
+4,925
+13% +$475K 1.51% 27
2024
Q1 		$3.63M Buy
37,090
+8,649
+30% +$846K 1.37% 27
2023
Q4 		$2.82M Buy
28,441
+4,662
+20% +$444K 1.16% 30
2023
Q3 		$2.21M Sell
23,779
-2,526
-10% -$243K 1.05% 33
2023
Q2 		$2.58M Buy
+26,305
New +$2.6M 1.15% 31
2023
Q1 		– Sell
-26,706
Closed -$2.59M – 27
2022
Q4 		$2.59M Buy
+26,706
New +$2.58M 1.43% 26
2022
Q2 		$2.33M Sell
22,963
-822
-3% -$84.5K 1.39% 28
2022
Q1 		$2.55M Buy
23,785
+977
+4% +$108K 1.31% 30
2021
Q4 		$2.6M Buy
+22,808
New +$2.61M 1.34% 29

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

Glassy Mountain Advisors's AGG Position: Q1 2026 in Review

Glassy Mountain Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q1 2026, buying an estimated $560K and bringing the position to 87,961 shares worth $8.73M. The position accounts for 2.71% of the portfolio, ranked #13.

Glassy Mountain Advisors first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Glassy Mountain Advisors held 87,961 shares of iShares Core US Aggregate Bond ETF worth $8.73M as of Q1 2026.
  • Glassy Mountain Advisors bought 5,593 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $560K.
  • iShares Core US Aggregate Bond ETF made up 2.71% of Glassy Mountain Advisors's portfolio in Q1 2026, its #13 holding.
  • Glassy Mountain Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.