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Independent Advisor Alliance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Independent Advisor Alliance’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 		$24.3M Buy
245,160
+187,262
+323% +$18.7M 0.26% 75
2025
Q4 		$5.78M Sell
57,898
-4,331
-7% -$435K 0.14% 119
2025
Q3 		$6.24M Buy
62,229
+1,071
+2% +$106K 0.16% 103
2025
Q2 		$6.07M Buy
61,158
+3,887
+7% +$381K 0.17% 97
2025
Q1 		$5.67M Sell
57,271
-107,982
-65% -$10.6M 0.19% 96
2024
Q4 		$16M Buy
+165,253
New +$16.3M 0.21% 100
2023
Q1 		– Sell
-3,235
Closed -$314K – 671
2022
Q4 		$314K Sell
3,235
-2,062
-39% -$199K 0.11% 110
2022
Q3 		$510K Buy
5,297
+2
+0% +$202 0.03% 368
2022
Q2 		$538K Buy
+5,295
New +$544K 0.03% 356
2022
Q1 		– Sell
-1,954
Closed -$223K – 665
2021
Q4 		$223K Buy
1,954
+167
+9% +$19.1K 0.01% 601
2021
Q3 		$205K Buy
+1,787
New +$207K 0.01% 582
2020
Q3 		– Sell
-2,710
Closed -$324K – 493
2020
Q2 		$324K Buy
2,710
+100
+4% +$11.7K 0.03% 351
2020
Q1 		$301K Sell
2,610
-176,805
-99% -$20.1M 0.04% 277
2019
Q4 		$20.2M Buy
179,415
+171,185
+2,080% +$19.3M 0.88% 16
2019
Q3 		$921K Buy
+8,230
New +$925K 0.11% 167
2018
Q2 		– Sell
-3,001
Closed -$290K – 357
2018
Q1 		$290K Buy
+3,001
New +$322K 0.06% 256
2017
Q2 		– Sell
-120,805
Closed -$13.1M – 245
2017
Q1 		$13.1M Buy
+120,805
New +$13.1M 2.08% 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

Independent Advisor Alliance's AGG Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Core US Aggregate Bond ETF (AGG) stake by 323% in Q1 2026, buying an estimated $18.7M and bringing the position to 245,160 shares worth $24.3M. The position accounts for 0.26% of the portfolio, ranked #75.

Independent Advisor Alliance first reported a position in AGG in Q1 2017 and has held it in 17 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Independent Advisor Alliance held 245,160 shares of iShares Core US Aggregate Bond ETF worth $24.3M as of Q1 2026.
  • Independent Advisor Alliance bought 187,262 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $18.7M.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Independent Advisor Alliance's portfolio in Q1 2026, its #75 holding.
  • Independent Advisor Alliance first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 17 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.