IAG
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Investment Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investment Advisory Group’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 		$924K Buy
9,304
+110
+1% +$11K 0.23% 83
2025
Q4 		$918K Sell
9,194
-550
-6% -$55.2K 0.24% 83
2025
Q3 		$977K Buy
9,744
+1,572
+19% +$156K 0.27% 74
2025
Q2 		$811K Buy
8,172
+86
+1% +$8.43K 0.25% 78
2025
Q1 		$800K Buy
8,086
+381
+5% +$37.2K 0.27% 77
2024
Q4 		$747K Sell
7,705
-1,005
-12% -$99K 0.25% 77
2024
Q3 		$882K Buy
8,710
+200
+2% +$20K 0.31% 67
2024
Q2 		$826K Buy
8,510
+100
+1% +$9.65K 0.32% 63
2024
Q1 		$824K Buy
8,410
+100
+1% +$9.79K 0.34% 61
2023
Q4 		$825K Buy
8,310
+167
+2% +$15.9K 0.38% 56
2023
Q3 		$766K Sell
8,143
-715
-8% -$68.9K 0.4% 53
2023
Q2 		$868K Buy
8,858
+847
+11% +$83.7K 0.44% 52
2023
Q1 		$798K Buy
8,011
+350
+5% +$34.6K 0.46% 51
2022
Q4 		$743K Sell
7,661
-154
-2% -$14.9K 0.46% 48
2022
Q3 		$753K Sell
7,815
-27
-0.3% -$2.73K 0.52% 45
2022
Q2 		$794K Sell
7,842
-260
-3% -$26.7K 0.54% 42
2022
Q1 		$870K Hold
8,102
– – 0.53% 45
2021
Q4 		$886K Buy
+8,102
New +$927K 0.57% 41

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

Investment Advisory Group's AGG Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q1 2026, buying an estimated $11K and bringing the position to 9,304 shares worth $924K. The position accounts for 0.23% of the portfolio, ranked #83.

Investment Advisory Group first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $977K in Q3 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Investment Advisory Group held 9,304 shares of iShares Core US Aggregate Bond ETF worth $924K as of Q1 2026.
  • Investment Advisory Group bought 110 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $11K.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Investment Advisory Group's portfolio in Q1 2026, its #83 holding.
  • Investment Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $977K in Q3 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.