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Guardian Wealth Advisors (North Carolina)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$440K Buy
4,434
+523
+13% +$52.3K 0.03% 230
2025
Q4 		$391K Sell
3,911
-1,095
-22% -$110K 0.02% 255
2025
Q3 		$502K Buy
5,006
+1,987
+66% +$197K 0.03% 209
2025
Q2 		$299K Buy
3,019
+1,683
+126% +$165K 0.02% 268
2025
Q1 		$132K Sell
1,336
-279
-17% -$27.3K 0.01% 331
2024
Q4 		$156K Buy
1,615
+745
+86% +$73.4K 0.01% 322
2024
Q3 		$88.1K Hold
870
– – 0.01% 289
2024
Q2 		$84.5K Hold
870
– – 0.01% 281
2024
Q1 		$85.2K Sell
870
-10
-1% -$979 0.01% 291
2023
Q4 		$87.3K Hold
880
– – 0.01% 272
2023
Q3 		$82.8K Hold
880
– – 0.01% 267
2023
Q2 		$86.2K Buy
880
+870
+8,700% +$86K 0.01% 255
2023
Q1 		$996 Buy
+10
New +$988 ﹤0.01% 392
2022
Q3 		– Sell
-382
Closed -$39K – 344
2022
Q2 		$39K Buy
382
+338
+768% +$34.7K 0.01% 247
2022
Q1 		$5K Hold
44
– – ﹤0.01% 224
2021
Q4 		$5K Buy
+44
New +$5.03K ﹤0.01% 220

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

Guardian Wealth Advisors (North Carolina)'s AGG Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, buying an estimated $52.3K and bringing the position to 4,434 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #230.

Guardian Wealth Advisors (North Carolina) first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $502K in Q3 2025. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,434 shares of iShares Core US Aggregate Bond ETF worth $440K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 523 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $52.3K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #230 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s iShares Core US Aggregate Bond ETF position peaked at $502K in Q3 2025.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.