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IFC & Insurance Marketing’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-1,305
Closed -$130K – 85
2025
Q4 		$130K Buy
+1,305
New +$131K 0.13% 85

Other funds holding AGG

Jones Financial Companies
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

IFC & Insurance Marketing's AGG Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 1,305 shares — an estimated $130K sold.

IFC & Insurance Marketing first reported a position in AGG in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,305 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $130K.
  • IFC & Insurance Marketing first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Core US Aggregate Bond ETF position peaked at $130K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.