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

Invera 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	$2.85M	Buy	28,676 +405	+1%	+$40.5K	1.83%	19
2025 Q4	$2.82M	Buy	28,271 +3,915	+16%	+$393K	1.78%	20
2025 Q3	$2.44M	Buy	24,356 +112	+0.5%	+$11.1K	1.5%	22
2025 Q2	$2.41M	Buy	24,244 +1,476	+6%	+$145K	1.57%	18
2025 Q1	$2.25M	Buy	+22,768	New	+$2.23M	1.46%	21
2024 Q1	–	Sell	-12,382	Closed	-$1.23M	–	62
2023 Q4	$1.23M	Buy	+12,382	New	+$1.18M	0.77%	42

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

Invera Wealth Advisors's AGG Position: Q1 2026 in Review

Invera Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q1 2026, buying an estimated $40.5K and bringing the position to 28,676 shares worth $2.85M. The position accounts for 1.83% of the portfolio, ranked #19.

Invera Wealth Advisors first reported a position in AGG in Q4 2023 and has held it in 6 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Invera Wealth Advisors held 28,676 shares of iShares Core US Aggregate Bond ETF worth $2.85M as of Q1 2026.
Invera Wealth Advisors bought 405 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $40.5K.
iShares Core US Aggregate Bond ETF made up 1.83% of Invera Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Invera Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 6 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.