Independent Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Independent Family Office’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	-2,682	Closed	-$268K	–	91
2025 Q4	$268K	Hold	2,682	–	–	0.11%	70
2025 Q3	$269K	Sell	2,682 -350	-12%	-$34.7K	0.11%	67
2025 Q2	$301K	Hold	3,032	–	–	0.14%	64
2025 Q1	$300K	Hold	3,032	–	–	0.16%	58
2024 Q4	$294K	Hold	3,032	–	–	0.15%	60
2024 Q3	$307K	Hold	3,032	–	–	0.15%	59
2024 Q2	$294K	Hold	3,032	–	–	0.17%	55
2024 Q1	$297K	Hold	3,032	–	–	0.16%	64
2023 Q4	$301K	Hold	3,032	–	–	0.17%	56
2023 Q3	$285K	Hold	3,032	–	–	0.18%	58
2023 Q2	$297K	Hold	3,032	–	–	0.18%	56
2023 Q1	$302K	Hold	3,032	–	–	0.17%	58
2022 Q4	$294K	Hold	3,032	–	–	0.18%	58
2022 Q3	$292K	Hold	3,032	–	–	0.14%	54
2022 Q2	$308	Hold	3,032	–	–	0.15%	54
2022 Q1	$325K	Hold	3,032	–	–	0.11%	53
2021 Q4	$346K	Hold	3,032	–	–	0.13%	42
2021 Q3	$348K	Hold	3,032	–	–	0.14%	36
2021 Q2	$350K	Hold	3,032	–	–	0.14%	40
2021 Q1	$345K	Hold	3,032	–	–	0.14%	48
2020 Q4	$358K	Buy	3,032 +27	+0.9%	+$3.18K	0.15%	47
2020 Q3	$355K	Hold	3,005	–	–	0.17%	44
2020 Q2	$356K	Buy	3,005 +28	+0.9%	+$3.28K	0.18%	46
2020 Q1	$343K	Buy	2,977 +28	+0.9%	+$3.19K	0.21%	40
2019 Q4	$331K	Buy	+2,949	New	+$332K	0.21%	40

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Independent Family Office's AGG Position: Q1 2026 in Review

Independent Family Office sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,682 shares — an estimated $268K sold.

Independent Family Office first reported a position in AGG in Q4 2019 and held it in 25 quarters. The position peaked at $358K in Q4 2020. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Independent Family Office reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Independent Family Office sold 2,682 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $268K.
Independent Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 25 quarters.
Independent Family Office's iShares Core US Aggregate Bond ETF position peaked at $358K in Q4 2020.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.