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Laurel Wealth Advisors (North Carolina)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-107
Closed -$10.7K – 201
2025
Q4 		$10.7K Buy
+107
New +$10.7K ﹤0.01% 479
2025
Q2 		– Sell
-82
Closed -$8.11K – 198
2025
Q1 		$8.11K Sell
82
-60
-42% -$5.87K ﹤0.01% 493
2024
Q4 		$13.8K Sell
142
-100
-41% -$9.85K ﹤0.01% 452
2024
Q3 		$24.5K Buy
242
+60
+33% +$5.99K ﹤0.01% 387
2024
Q2 		$17.7K Hold
182
– – ﹤0.01% 382
2024
Q1 		$17.8K Hold
182
– – ﹤0.01% 391
2023
Q4 		$18.1K Hold
182
– – ﹤0.01% 366
2023
Q3 		$17.1K Sell
182
-45
-20% -$4.33K ﹤0.01% 364
2023
Q2 		$22.2K Hold
227
– – ﹤0.01% 359
2023
Q1 		$22.6K Hold
227
– – ﹤0.01% 353
2022
Q4 		$22K Hold
227
– – 0.01% 326
2022
Q3 		$22K Hold
227
– – 0.01% 324
2022
Q2 		$23K Hold
227
– – 0.01% 323
2022
Q1 		$24K Sell
227
-1,590
-88% -$175K 0.01% 326
2021
Q4 		$207K Sell
1,817
-40
-2% -$4.58K 0.04% 165
2021
Q3 		$213K Sell
1,857
-120
-6% -$13.9K 0.05% 159
2021
Q2 		$228K Sell
1,977
-487
-20% -$55.8K 0.05% 161
2021
Q1 		$280K Buy
2,464
+2,137
+654% +$247K 0.07% 142
2020
Q4 		$39K Hold
327
– – 0.01% 277
2020
Q3 		$39K Hold
327
– – 0.01% 259
2020
Q2 		$39K Sell
327
-10
-3% -$1.17K 0.01% 250
2020
Q1 		$39K Sell
337
-19
-5% -$2.17K 0.01% 237
2019
Q4 		$40K Buy
356
+119
+50% +$13.4K 0.01% 261
2019
Q3 		$27K Hold
237
– – 0.01% 290
2019
Q2 		$26K Hold
237
– – 0.01% 294
2019
Q1 		$26K Hold
237
– – 0.01% 283
2018
Q4 		$25K Buy
+237
New +$24.9K 0.01% 275

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AGG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 107 shares — an estimated $10.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AGG in Q4 2018 and held it in 27 quarters. The position peaked at $280K in Q1 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 107 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $10.7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Core US Aggregate Bond ETF position peaked at $280K in Q1 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.