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

Independent Solutions 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 		$11.2M Buy
112,421
+841
+0.8% +$84.1K 1.64% 8
2025
Q4 		$11.1M Sell
111,580
-5,574
-5% -$559K 2.05% 9
2025
Q3 		$11.7M Buy
117,154
+504
+0.4% +$50K 2.09% 10
2025
Q2 		$11.6M Buy
116,650
+305
+0.3% +$29.9K 2.26% 9
2025
Q1 		$11.5M Buy
116,345
+1,666
+1% +$163K 2.58% 5
2024
Q4 		$11.1M Sell
114,679
-33,337
-23% -$3.28M 2.43% 7
2024
Q3 		$15M Sell
148,016
-3,110
-2% -$310K 3.39% 5
2024
Q2 		$14.7M Buy
151,126
+1,372
+0.9% +$132K 3.36% 4
2024
Q1 		$14.7M Buy
149,754
+9,644
+7% +$944K 3.48% 4
2023
Q4 		$13.9M Sell
140,110
-4,077
-3% -$388K 3.57% 4
2023
Q3 		$13.6M Buy
144,187
+6,160
+4% +$593K 3.52% 5
2023
Q2 		$13.5M Sell
138,027
-1,259
-0.9% -$124K 3.4% 5
2023
Q1 		$13.9M Sell
139,286
-213
-0.2% -$21.1K 4.09% 3
2022
Q4 		$13.5M Buy
139,499
+12,583
+10% +$1.22M 4.12% 2
2022
Q3 		$12.2M Sell
126,916
-3,664
-3% -$371K 4.01% 3
2022
Q2 		$13.3M Sell
130,580
-9,359
-7% -$962K 4.14% 3
2022
Q1 		$15M Sell
139,939
-1,300
-0.9% -$143K 3.53% 5
2021
Q4 		$16.1M Sell
141,239
-6,846
-5% -$783K 3.8% 3
2021
Q3 		$17M Sell
148,085
-9,320
-6% -$1.08M 4.21% 3
2021
Q2 		$18.2M Sell
157,405
-3,663
-2% -$420K 4.41% 3
2021
Q1 		$18.3M Buy
161,068
+30,720
+24% +$3.56M 5.04% 3
2020
Q4 		$15.4M Buy
130,348
+20,255
+18% +$2.39M 4.81% 3
2020
Q3 		$13M Buy
110,093
+19,416
+21% +$2.3M 4.96% 3
2020
Q2 		$10.7M Buy
90,677
+10,039
+12% +$1.18M 4.58% 3
2020
Q1 		$9.3M Sell
80,638
-3,720
-4% -$424K 5.14% 3
2019
Q4 		$9.48M Buy
+84,358
New +$9.51M 4.2% 4

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

Independent Solutions Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.75% in Q1 2026, buying an estimated $84.1K and bringing the position to 112,421 shares worth $11.2M. The position accounts for 1.64% of the portfolio, ranked #8.

Independent Solutions Wealth Management first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.3M in Q1 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Independent Solutions Wealth Management held 112,421 shares of iShares Core US Aggregate Bond ETF worth $11.2M as of Q1 2026.
  • Independent Solutions Wealth Management bought 841 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $84.1K.
  • iShares Core US Aggregate Bond ETF made up 1.64% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $18.3M in Q1 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.