Level Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Level Financial Advisors’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	-7,570	Closed	-$756K	–	93
2025 Q4	$756K	Hold	7,570	–	–	0.2%	55
2025 Q3	$759K	Hold	7,570	–	–	0.21%	55
2025 Q2	$751K	Hold	7,570	–	–	0.23%	54
2025 Q1	$749K	Buy	+7,570	New	+$740K	0.25%	51
2023 Q3	–	Sell	-150	Closed	-$14.7K	–	288
2023 Q2	$14.7K	Buy	+150	New	+$14.8K	0.01%	168
2022 Q4	–	Sell	-322	Closed	-$31K	–	276
2022 Q3	$31K	Hold	322	–	–	0.02%	118
2022 Q2	$33K	Buy	+322	New	+$33.1K	0.02%	125
2022 Q1	–	Sell	-174	Closed	-$20K	–	229
2021 Q4	$20K	Buy	+174	New	+$19.9K	0.02%	131

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Level Financial Advisors's AGG Position: Q1 2026 in Review

Level Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 7,570 shares — an estimated $756K sold.

Level Financial Advisors first reported a position in AGG in Q4 2021 and held it in 8 quarters. The position peaked at $759K in Q3 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Level Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Level Financial Advisors sold 7,570 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $756K.
Level Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 8 quarters.
Level Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $759K in Q3 2025.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Level Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.