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Insight Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Insight Wealth Partners’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 		$463K Buy
4,668
+548
+13% +$54.8K 0.07% 82
2025
Q4 		$412K Hold
4,120
– – 0.06% 80
2025
Q3 		$413K Sell
4,120
-95
-2% -$9.43K 0.13% 78
2025
Q2 		$418K Buy
4,215
+1,347
+47% +$132K 0.16% 75
2025
Q1 		$284K Sell
2,868
-1,898
-40% -$186K 0.05% 90
2024
Q4 		$462K Buy
4,766
+1,593
+50% +$157K 0.06% 70
2024
Q3 		$321K Buy
+3,173
New +$317K 0.06% 81

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

Insight Wealth Partners's AGG Position: Q1 2026 in Review

Insight Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, buying an estimated $54.8K and bringing the position to 4,668 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #82.

Insight Wealth Partners first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Insight Wealth Partners held 4,668 shares of iShares Core US Aggregate Bond ETF worth $463K as of Q1 2026.
  • Insight Wealth Partners bought 548 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $54.8K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Insight Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Insight Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.