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IEQ Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

IEQ Capital’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 		$11.9M Buy
120,280
+1,233
+1% +$123K 0.06% 309
2025
Q4 		$11.9M Buy
119,047
+72,617
+156% +$7.29M 0.04% 309
2025
Q3 		$4.65M Sell
46,430
-951
-2% -$94.4K 0.01% 505
2025
Q2 		$4.7M Buy
47,381
+4,269
+10% +$418K 0.03% 441
2025
Q1 		$4.26M Buy
43,112
+26,346
+157% +$2.58M 0.03% 382
2024
Q4 		$1.62M Buy
16,766
+13,335
+389% +$1.31M 0.02% 551
2024
Q3 		$347K Sell
3,431
-548
-14% -$54.7K ﹤0.01% 874
2024
Q2 		$386K Buy
3,979
+341
+9% +$32.9K 0.01% 731
2024
Q1 		$356K Sell
3,638
-96
-3% -$9.4K 0.01% 727
2023
Q4 		$371K Sell
3,734
-703
-16% -$66.9K 0.01% 665
2023
Q3 		$417K Sell
4,437
-3,739
-46% -$360K 0.01% 621
2023
Q2 		$801K Buy
8,176
+488
+6% +$48.2K 0.02% 444
2023
Q1 		$766K Buy
+7,688
New +$760K 0.02% 454
2022
Q4 		– Sell
-13,758
Closed -$1.32M – 815
2022
Q3 		$1.32M Buy
+13,758
New +$1.39M 0.04% 307

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

IEQ Capital's AGG Position: Q1 2026 in Review

IEQ Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q1 2026, buying an estimated $123K and bringing the position to 120,280 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #309.

IEQ Capital first reported a position in AGG in Q3 2022 and has held it in 14 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • IEQ Capital held 120,280 shares of iShares Core US Aggregate Bond ETF worth $11.9M as of Q1 2026.
  • IEQ Capital bought 1,233 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $123K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of IEQ Capital's portfolio in Q1 2026, its #309 holding.
  • IEQ Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.