Granite Bay Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Granite Bay Wealth 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	$4.11M	Buy	41,594 +3,921	+10%	+$392K	0.88%	30
2025 Q4	$3.76M	Buy	37,673 +5,726	+18%	+$575K	0.91%	30
2025 Q3	$3.2M	Buy	31,947 +2,845	+10%	+$282K	0.83%	30
2025 Q2	$2.89M	Buy	29,102 +1,859	+7%	+$182K	0.93%	26
2025 Q1	$2.69M	Buy	27,243 +2,804	+11%	+$274K	0.94%	27
2024 Q4	$2.37M	Buy	+24,439	New	+$2.41M	0.88%	26
2024 Q3	–	Sell	-59,181	Closed	-$5.75M	–	45
2024 Q2	$5.75M	Buy	59,181 +33,042	+126%	+$3.19M	3.08%	10
2024 Q1	$2.56M	Sell	26,139 -888,539	-97%	-$87M	1.46%	21
2023 Q4	$86.2M	Sell	914,678 -1,158,535	-56%	-$110M	0.77%	24
2023 Q3	$200M	Buy	+2,073,213	New	+$200M	1.96%	15
2023 Q2	–	Sell	-7,094	Closed	-$707K	–	45
2023 Q1	$707K	Sell	7,094 -590	-8%	-$58.3K	0.49%	33
2022 Q4	$745K	Sell	7,684 -4,228	-35%	-$409K	0.49%	27
2022 Q3	$1.15M	Buy	11,912 +4,323	+57%	+$437K	0.92%	17
2022 Q2	$772K	Sell	7,589 -107	-1%	-$11K	0.6%	22
2022 Q1	$824K	Sell	7,696 -566	-7%	-$62.3K	0.67%	25
2021 Q4	$943K	Buy	+8,262	New	+$945K	0.93%	21

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

Granite Bay Wealth Management's AGG Position: Q1 2026 in Review

Granite Bay Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q1 2026, buying an estimated $392K and bringing the position to 41,594 shares worth $4.11M. The position accounts for 0.88% of the portfolio, ranked #30.

Granite Bay Wealth Management first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $200M in Q3 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Granite Bay Wealth Management held 41,594 shares of iShares Core US Aggregate Bond ETF worth $4.11M as of Q1 2026.
Granite Bay Wealth Management bought 3,921 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $392K.
iShares Core US Aggregate Bond ETF made up 0.88% of Granite Bay Wealth Management's portfolio in Q1 2026, its #30 holding.
Granite Bay Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
Granite Bay Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $200M in Q3 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.