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Integrated Investment Consultants’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Integrated Investment Consultants’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 		$2.63M Sell
26,487
-5,169
-16% -$517K 0.56% 39
2025
Q4 		$3.16M Buy
31,656
+12,141
+62% +$1.22M 0.62% 33
2025
Q3 		$1.96M Sell
19,515
-86
-0.4% -$8.53K 0.33% 44
2025
Q2 		$1.94M Buy
19,601
+457
+2% +$44.8K 0.38% 45
2025
Q1 		$1.89M Sell
19,144
-950
-5% -$92.9K 0.38% 47
2024
Q4 		$1.95M Buy
20,094
+7,095
+55% +$699K 0.4% 49
2024
Q3 		$1.32M Buy
12,999
+3,265
+34% +$326K 0.29% 50
2024
Q2 		$953K Hold
9,734
– – 0.26% 57
2024
Q1 		$953K Buy
9,734
+576
+6% +$56.4K 0.26% 57
2023
Q4 		$909K Buy
9,158
+3,253
+55% +$310K 0.29% 54
2023
Q3 		$555K Sell
5,905
-378
-6% -$36.4K 0.2% 91
2023
Q2 		$615K Buy
6,283
+234
+4% +$23.1K 0.19% 85
2023
Q1 		$603K Sell
6,049
-4,024
-40% -$398K 0.19% 86
2022
Q4 		$977K Buy
10,073
+6
+0.1% +$580 0.33% 47
2022
Q3 		$970K Buy
10,067
+1,426
+17% +$144K 0.39% 38
2022
Q2 		$879K Sell
8,641
-624
-7% -$64.1K 0.32% 45
2022
Q1 		$992K Sell
9,265
-1,042
-10% -$115K 0.27% 57
2021
Q4 		$1.18M Sell
10,307
-3,552
-26% -$406K 0.31% 50
2021
Q3 		$1.59M Buy
13,859
+410
+3% +$47.5K 0.47% 33
2021
Q2 		$1.55M Buy
13,449
+5,154
+62% +$591K 0.45% 36
2021
Q1 		$944K Sell
8,295
-6,726
-45% -$779K 0.33% 50
2020
Q4 		$1.77M Sell
15,021
-161
-1% -$19K 0.67% 27
2020
Q3 		$1.79M Buy
15,182
+1,269
+9% +$151K 0.84% 21
2020
Q2 		$1.65M Sell
13,913
-745
-5% -$87.2K 0.78% 23
2020
Q1 		$1.69M Sell
14,658
-5,561
-28% -$634K 1% 21
2019
Q4 		$2.27M Buy
20,219
+806
+4% +$90.8K 0.94% 20
2019
Q3 		$2.2M Buy
19,413
+766
+4% +$86.1K 1.13% 16
2019
Q2 		$2.08M Buy
18,647
+1,648
+10% +$180K 1.06% 16
2019
Q1 		$1.85M Buy
16,999
+1,225
+8% +$131K 0.99% 18
2018
Q4 		$1.68M Sell
15,774
-5
-0% -$524 0.9% 18
2018
Q3 		$1.67M Sell
15,779
-1,287
-8% -$137K 0.81% 20
2018
Q2 		$1.81M Sell
17,066
-701
-4% -$74.3K 0.95% 14
2018
Q1 		$1.91M Buy
+17,767
New +$1.91M 0.75% 17
2017
Q3 		$1.87M Sell
17,066
-480
-3% -$52.7K 0.81% 16
2017
Q2 		$1.92M Buy
17,546
+184
+1% +$20.1K 0.87% 15
2017
Q1 		$1.88M Buy
17,362
+463
+3% +$50.1K 0.86% 15
2016
Q4 		$1.83M Hold
16,899
– – 0.87% 15
2016
Q3 		$1.89M Hold
16,899
– – 0.96% 13
2016
Q2 		$1.9M Hold
16,899
– – 1.08% 11
2016
Q1 		$1.87M Buy
16,899
+510
+3% +$55.8K 1.08% 12
2015
Q4 		$1.78M Buy
+16,389
New +$1.78M 1.41% 12

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

Integrated Investment Consultants's AGG Position: Q1 2026 in Review

Integrated Investment Consultants reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q1 2026, selling an estimated $517K and leaving 26,487 shares worth $2.63M. The position accounts for 0.56% of the portfolio, ranked #39.

Integrated Investment Consultants first reported a position in AGG in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.16M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Integrated Investment Consultants held 26,487 shares of iShares Core US Aggregate Bond ETF worth $2.63M as of Q1 2026.
  • Integrated Investment Consultants sold 5,169 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $517K.
  • iShares Core US Aggregate Bond ETF made up 0.56% of Integrated Investment Consultants's portfolio in Q1 2026, its #39 holding.
  • Integrated Investment Consultants first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • Integrated Investment Consultants's iShares Core US Aggregate Bond ETF position peaked at $3.16M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.