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Joel Adams & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Joel Adams & Associates’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 		$18.2M Sell
183,207
-11,307
-6% -$1.13M 13.51% 2
2025
Q4 		$19.4M Buy
194,514
+18,929
+11% +$1.9M 14.6% 2
2025
Q3 		$17.6M Buy
175,585
+6,266
+4% +$622K 14.2% 2
2025
Q2 		$16.8M Buy
169,319
+6,368
+4% +$624K 14.87% 2
2025
Q1 		$16.1M Buy
162,951
+12,512
+8% +$1.22M 14.5% 2
2024
Q4 		$14.6M Buy
+150,439
New +$14.8M 13.24% 2

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

Joel Adams & Associates's AGG Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q1 2026, selling an estimated $1.13M and leaving 183,207 shares worth $18.2M. The position accounts for 13.51% of the portfolio, ranked #2.

Joel Adams & Associates first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.4M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Joel Adams & Associates held 183,207 shares of iShares Core US Aggregate Bond ETF worth $18.2M as of Q1 2026.
  • Joel Adams & Associates sold 11,307 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.13M.
  • iShares Core US Aggregate Bond ETF made up 13.51% of Joel Adams & Associates's portfolio in Q1 2026, its #2 holding.
  • Joel Adams & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's iShares Core US Aggregate Bond ETF position peaked at $19.4M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.