Legacy Capital Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Capital Wealth Partners’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	$404K	Sell	4,071 -131	-3%	-$13.1K	0.08%	242
2025 Q4	$420K	Buy	4,202 +451	+12%	+$45.3K	0.09%	232
2025 Q3	$376K	Buy	3,751 +21	+0.6%	+$2.08K	0.08%	261
2025 Q2	$370K	Buy	3,730 +21	+0.6%	+$2.06K	0.08%	266
2025 Q1	$367K	Buy	3,709 +1,275	+52%	+$125K	0.09%	242
2024 Q4	$236K	Sell	2,434 -3,080	-56%	-$303K	0.06%	307
2024 Q3	$558K	Buy	5,514 +1,580	+40%	+$158K	0.11%	175
2024 Q2	$382K	Buy	+3,934	New	+$380K	0.1%	204
2024 Q1	–	Sell	-10,098	Closed	-$1M	–	118
2023 Q4	$1M	Sell	10,098 -1,492	-13%	-$142K	0.28%	77
2023 Q3	$1.09M	Buy	+11,590	New	+$1.12M	0.3%	69
2023 Q2	–	Sell	-10,801	Closed	-$1.08M	–	44
2023 Q1	$1.08M	Buy	+10,801	New	+$1.07M	0.29%	73

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

Legacy Capital Wealth Partners's AGG Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.1% in Q1 2026, selling an estimated $13.1K and leaving 4,071 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #242.

Legacy Capital Wealth Partners first reported a position in AGG in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2023. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Legacy Capital Wealth Partners held 4,071 shares of iShares Core US Aggregate Bond ETF worth $404K as of Q1 2026.
Legacy Capital Wealth Partners sold 131 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $13.1K.
iShares Core US Aggregate Bond ETF made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #242 holding.
Legacy Capital Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.09M in Q3 2023.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.