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

Greenspring 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 		$93.2M Buy
938,411
+55,243
+6% +$5.53M 5.68% 3
2025
Q4 		$88.2M Buy
883,168
+559,683
+173% +$56.2M 5.41% 3
2025
Q3 		$32.4M Buy
+323,485
New +$32.1M 5.73% 3
2025
Q1 		$26.6M Sell
269,270
-774
-0.3% -$75.7K 6.32% 3
2024
Q4 		$26.2M Buy
270,044
+34,410
+15% +$3.39M 5.71% 3
2024
Q3 		$23.9M Buy
235,634
+34,069
+17% +$3.4M 5.21% 3
2024
Q2 		$19.6M Buy
201,565
+56,679
+39% +$5.47M 4.71% 3
2024
Q1 		$14.2M Buy
144,886
+36,407
+34% +$3.56M 3.54% 4
2023
Q4 		$10.8M Buy
108,479
+3,802
+4% +$362K 2.97% 4
2023
Q3 		$9.84M Buy
104,677
+12,704
+14% +$1.22M 3.11% 4
2023
Q2 		$9.01M Sell
91,973
-209,383
-69% -$20.7M 2.77% 4
2023
Q1 		$30M Buy
301,356
+24,683
+9% +$2.44M 6.56% 3
2022
Q4 		$26.8M Sell
276,673
-8,256
-3% -$798K 7.12% 3
2022
Q3 		$27.4M Buy
284,929
+5,269
+2% +$533K 8.46% 3
2022
Q2 		$28.4M Sell
279,660
-1,984
-0.7% -$204K 8.36% 3
2022
Q1 		$30.2M Buy
281,644
+26,068
+10% +$2.87M 8.01% 3
2021
Q4 		$29.2M Buy
+255,576
New +$29.2M 7.51% 3

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

Greenspring Advisors's AGG Position: Q1 2026 in Review

Greenspring Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.3% in Q1 2026, buying an estimated $5.53M and bringing the position to 938,411 shares worth $93.2M. The position accounts for 5.68% of the portfolio, ranked #3.

Greenspring Advisors first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Greenspring Advisors held 938,411 shares of iShares Core US Aggregate Bond ETF worth $93.2M as of Q1 2026.
  • Greenspring Advisors bought 55,243 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.53M.
  • iShares Core US Aggregate Bond ETF made up 5.68% of Greenspring Advisors's portfolio in Q1 2026, its #3 holding.
  • Greenspring Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.