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Keebeck Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Keebeck Wealth Management’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 		$1.15M Sell
11,559
-3,923
-25% -$392K 0.13% 149
2025
Q4 		$1.55M Buy
15,482
+12,908
+501% +$1.3M 0.18% 123
2025
Q3 		$258K Hold
2,574
– – 0.03% 319
2025
Q2 		$255K Sell
2,574
-301
-10% -$29.5K 0.03% 300
2025
Q1 		$284K Buy
2,875
+325
+13% +$31.8K 0.04% 228
2024
Q4 		$247K Buy
+2,550
New +$251K 0.04% 235

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

Keebeck Wealth Management's AGG Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q1 2026, selling an estimated $392K and leaving 11,559 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #149.

Keebeck Wealth Management first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Keebeck Wealth Management held 11,559 shares of iShares Core US Aggregate Bond ETF worth $1.15M as of Q1 2026.
  • Keebeck Wealth Management sold 3,923 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $392K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Keebeck Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Keebeck Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Keebeck Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.55M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.