International Private Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

International Private Wealth Advisors’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	$853K	Sell	8,592 -874	-9%	-$87.4K	0.52%	45
2025 Q4	$945K	Buy	9,466 +636	+7%	+$63.8K	0.6%	47
2025 Q3	$885K	Sell	8,830 -88	-1%	-$8.73K	0.56%	42
2025 Q2	$885K	Sell	8,918 -1,188	-12%	-$116K	0.76%	33
2025 Q1	$1,000K	Sell	10,106 -3,042	-23%	-$297K	0.96%	25
2024 Q4	$1.27M	Buy	13,148 +4,160	+46%	+$410K	1.27%	16
2024 Q3	$910K	Buy	8,988 +368	+4%	+$36.7K	1.33%	17
2024 Q2	$837K	Buy	8,620 +886	+11%	+$85.5K	1.41%	14
2024 Q1	$757K	Sell	7,734 -1,937	-20%	-$190K	1.46%	11
2023 Q4	$960K	Buy	+9,671	New	+$920K	0.95%	26

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

International Private Wealth Advisors's AGG Position: Q1 2026 in Review

International Private Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.2% in Q1 2026, selling an estimated $87.4K and leaving 8,592 shares worth $853K. The position accounts for 0.52% of the portfolio, ranked #45.

International Private Wealth Advisors first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

International Private Wealth Advisors held 8,592 shares of iShares Core US Aggregate Bond ETF worth $853K as of Q1 2026.
International Private Wealth Advisors sold 874 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $87.4K.
iShares Core US Aggregate Bond ETF made up 0.52% of International Private Wealth Advisors's portfolio in Q1 2026, its #45 holding.
International Private Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.27M in Q4 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.