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Inscription Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Inscription Capital’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 		$1.57M Buy
15,767
+406
+3% +$40.6K 0.16% 101
2025
Q4 		$1.53M Sell
15,361
-2,562
-14% -$257K 0.16% 100
2025
Q3 		$1.8M Buy
17,923
+9,333
+109% +$926K 0.19% 84
2025
Q2 		$852K Sell
8,590
-989
-10% -$96.9K 0.12% 124
2025
Q1 		$938K Buy
+9,579
New +$936K 0.15% 107
2024
Q3 		$866K Sell
8,553
-1,127
-12% -$112K 0.13% 125
2024
Q2 		$940K Buy
9,680
+101
+1% +$9.75K 0.15% 108
2024
Q1 		$938K Buy
9,579
+253
+3% +$24.8K 0.15% 107
2023
Q4 		$926K Buy
9,326
+224
+2% +$21.3K 0.25% 72
2023
Q3 		$856K Buy
9,102
+88
+1% +$8.47K 0.28% 67
2023
Q2 		$883K Sell
9,014
-1,345
-13% -$133K 0.27% 69
2023
Q1 		$1.03M Buy
10,359
+650
+7% +$64.2K 0.27% 68
2022
Q4 		$942K Buy
9,709
+1,139
+13% +$110K 0.32% 72
2022
Q3 		$826K Buy
8,570
+46
+0.5% +$4.65K 0.23% 77
2022
Q2 		$867K Buy
8,524
+286
+3% +$29.4K 0.16% 103
2022
Q1 		$882K Sell
8,238
-825
-9% -$90.8K 0.25% 83
2021
Q4 		$1.03M Buy
9,063
+1,131
+14% +$129K 0.28% 77
2021
Q3 		$911K Buy
+7,932
New +$919K 0.29% 78
2021
Q2 		– Sell
-5,891
Closed -$671K – 313
2021
Q1 		$671K Sell
5,891
-461
-7% -$53.4K 0.23% 94
2020
Q4 		$751K Sell
6,352
-1,855
-23% -$219K 0.29% 79
2020
Q3 		$969K Buy
8,207
+1,106
+16% +$131K 0.43% 64
2020
Q2 		$839K Buy
+7,101
New +$831K 0.46% 57

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

Inscription Capital's AGG Position: Q1 2026 in Review

Inscription Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q1 2026, buying an estimated $40.6K and bringing the position to 15,767 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #101.

Inscription Capital first reported a position in AGG in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Inscription Capital held 15,767 shares of iShares Core US Aggregate Bond ETF worth $1.57M as of Q1 2026.
  • Inscription Capital bought 406 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $40.6K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Inscription Capital's portfolio in Q1 2026, its #101 holding.
  • Inscription Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Inscription Capital's iShares Core US Aggregate Bond ETF position peaked at $1.8M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.