Insigneo Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Insigneo Advisory Services’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	$9.31M	Sell	93,818 -3,871	-4%	-$387K	0.66%	22
2025 Q4	$9.76M	Buy	97,689 +28,174	+41%	+$2.83M	0.7%	21
2025 Q3	$6.97M	Sell	69,515 -1,244	-2%	-$123K	0.49%	29
2025 Q2	$7.02M	Buy	70,759 +396	+0.6%	+$38.8K	0.6%	25
2025 Q1	$6.96M	Sell	70,363 -1,884	-3%	-$184K	0.72%	22
2024 Q4	$7M	Sell	72,247 -4,636	-6%	-$457K	0.72%	18
2024 Q3	$7.79M	Buy	76,883 +5,037	+7%	+$503K	0.79%	16
2024 Q2	$7.2M	Buy	+71,846	New	+$6.94M	0.81%	16

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 $374B AUM 17.66% 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

Insigneo Advisory Services's AGG Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q1 2026, selling an estimated $387K and leaving 93,818 shares worth $9.31M. The position accounts for 0.66% of the portfolio, ranked #22.

Insigneo Advisory Services first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.76M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Insigneo Advisory Services held 93,818 shares of iShares Core US Aggregate Bond ETF worth $9.31M as of Q1 2026.
Insigneo Advisory Services sold 3,871 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $387K.
iShares Core US Aggregate Bond ETF made up 0.66% of Insigneo Advisory Services's portfolio in Q1 2026, its #22 holding.
Insigneo Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $9.76M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.