Legacy Wealth Management (Idaho)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Legacy Wealth Management (Idaho)’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	$1M	Buy	10,111 +5,524	+120%	+$553K	0.5%	50
2025 Q4	$458K	Buy	4,587 +542	+13%	+$54.4K	0.22%	73
2025 Q3	$406K	Sell	4,045 -446	-10%	-$44.3K	0.18%	73
2025 Q2	$446K	Buy	4,491 +4,376	+3,805%	+$429K	0.23%	52
2025 Q1	$11.4K	Buy	+115	New	+$11.2K	0.01%	311
2024 Q4	–	Sell	-85	Closed	-$8.3K	–	757
2024 Q3	$8.3K	Buy	+85	New	+$8.48K	﹤0.01%	342

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 Wealth Management (Idaho)'s AGG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 120% in Q1 2026, buying an estimated $553K and bringing the position to 10,111 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #50.

Legacy Wealth Management (Idaho) first reported a position in AGG in Q3 2024 and has held it in 6 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Legacy Wealth Management (Idaho) held 10,111 shares of iShares Core US Aggregate Bond ETF worth $1M as of Q1 2026.
Legacy Wealth Management (Idaho) bought 5,524 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $553K.
iShares Core US Aggregate Bond ETF made up 0.5% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #50 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 6 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.