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

IHT 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 		$12.3M Sell
123,824
-7,327
-6% -$733K 0.29% 75
2025
Q4 		$13.1M Buy
131,151
+13,305
+11% +$1.34M 0.32% 67
2025
Q3 		$11.8M Sell
117,846
-2,408
-2% -$239K 0.3% 76
2025
Q2 		$11.9M Buy
120,254
+1,684
+1% +$165K 0.33% 69
2025
Q1 		$11.7M Sell
118,570
-50,556
-30% -$4.94M 0.37% 61
2024
Q4 		$16.4M Sell
169,126
-6,730
-4% -$663K 0.53% 36
2024
Q3 		$17.8M Buy
175,856
+13,273
+8% +$1.32M 0.51% 34
2024
Q2 		$15.8M Buy
162,583
+5,851
+4% +$565K 0.59% 27
2024
Q1 		$15.4M Buy
156,732
+24,173
+18% +$2.37M 0.62% 24
2023
Q4 		$13.2M Sell
132,559
-1,238
-0.9% -$118K 0.59% 28
2023
Q3 		$12.6M Buy
133,797
+13,469
+11% +$1.3M 0.64% 26
2023
Q2 		$11.8M Buy
120,328
+7,671
+7% +$758K 0.61% 27
2023
Q1 		$11.2M Buy
112,657
+3,748
+3% +$370K 0.64% 26
2022
Q4 		$10.6M Sell
108,909
-9,909
-8% -$958K 0.66% 20
2022
Q3 		$11.4M Buy
118,818
+12,603
+12% +$1.27M 0.87% 14
2022
Q2 		$10.8M Buy
106,215
+1,427
+1% +$147K 0.95% 15
2022
Q1 		$11.2M Buy
104,788
+9,678
+10% +$1.07M 0.85% 16
2021
Q4 		$10.8M Sell
95,110
-6,214
-6% -$711K 0.8% 18
2021
Q3 		$11.6M Sell
101,324
-11,669
-10% -$1.35M 0.95% 14
2021
Q2 		$13M Sell
112,993
-15,172
-12% -$1.74M 0.83% 21
2021
Q1 		$14.6M Buy
128,165
+20,873
+19% +$2.42M 1.05% 12
2020
Q4 		$12.7M Buy
107,292
+2,605
+2% +$307K 1.05% 12
2020
Q3 		$12.4M Buy
104,687
+90,240
+625% +$10.7M 1.24% 12
2020
Q2 		$1.71M Sell
14,447
-7,279
-34% -$852K 0.23% 103
2020
Q1 		$2.51M Buy
21,726
+3,884
+22% +$443K 0.36% 66
2019
Q4 		$2M Buy
17,842
+1,440
+9% +$162K 0.24% 100
2019
Q3 		$1.86M Buy
16,402
+13,914
+559% +$1.56M 0.25% 94
2019
Q2 		$277K Buy
2,488
+216
+10% +$23.6K 0.04% 414
2019
Q1 		$248K Sell
2,272
-5,381
-70% -$577K 0.04% 404
2018
Q4 		$815K Sell
7,653
-3,487
-31% -$366K 0.16% 157
2018
Q3 		$1.18M Buy
11,140
+985
+10% +$104K 0.25% 107
2018
Q2 		$1.08M Buy
10,155
+7,914
+353% +$839K 0.28% 98
2018
Q1 		$240K Buy
2,241
+3
+0.1% +$322 0.06% 318
2017
Q4 		$244K Buy
2,238
+3
+0.1% +$328 0.06% 318
2017
Q3 		$245K Sell
2,235
-484
-18% -$53.1K 0.1% 215
2017
Q2 		$16 Buy
2,719
+2,663
+4,755% +$291K 0.01% 832
2017
Q1 		$3K Sell
56
-4,346
-99% -$470K ﹤0.01% 1015
2016
Q4 		$476K Buy
+4,402
New +$482K 0.36% 66

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

IHT Wealth Management's AGG Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.6% in Q1 2026, selling an estimated $733K and leaving 123,824 shares worth $12.3M. The position accounts for 0.29% of the portfolio, ranked #75.

IHT Wealth Management first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.8M in Q3 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • IHT Wealth Management held 123,824 shares of iShares Core US Aggregate Bond ETF worth $12.3M as of Q1 2026.
  • IHT Wealth Management sold 7,327 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $733K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of IHT Wealth Management's portfolio in Q1 2026, its #75 holding.
  • IHT Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $17.8M in Q3 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.