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

Linscomb Wealth’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 		$6.24M Sell
62,822
-434
-0.7% -$43.4K 0.28% 74
2025
Q4 		$6.32M Sell
63,256
-1,335
-2% -$134K 0.27% 81
2025
Q3 		$6.48M Buy
64,591
+528
+0.8% +$52.4K 0.28% 80
2025
Q2 		$6.36M Buy
64,063
+63
+0.1% +$6.17K 0.29% 79
2025
Q1 		$6.33M Buy
64,000
+244
+0.4% +$23.9K 0.32% 72
2024
Q4 		$6.18M Sell
63,756
-281
-0.4% -$27.7K 0.31% 74
2024
Q3 		$6.49M Buy
64,037
+5,674
+10% +$566K 0.32% 74
2024
Q2 		$5.67M Sell
58,363
-2,211
-4% -$213K 0.29% 77
2024
Q1 		$5.93M Buy
60,574
+1,792
+3% +$175K 0.31% 76
2023
Q4 		$5.83M Sell
58,782
-285
-0.5% -$27.1K 0.32% 75
2023
Q3 		$5.55M Buy
59,067
+1,460
+3% +$141K 0.32% 75
2023
Q2 		$5.64M Sell
57,607
-102
-0.2% -$10.1K 0.3% 79
2023
Q1 		$5.75M Buy
57,709
+1,375
+2% +$136K 0.3% 78
2022
Q4 		$5.46M Sell
56,334
-294
-0.5% -$28.4K 0.28% 79
2022
Q3 		$5.46M Sell
56,628
-57
-0.1% -$5.76K 0.33% 76
2022
Q2 		$5.76M Buy
56,685
+353
+0.6% +$36.3K 0.33% 77
2022
Q1 		$6.03M Sell
56,332
-3,090
-5% -$340K 0.29% 77
2021
Q4 		$6.78M Sell
59,422
-3,112
-5% -$356K 0.32% 74
2021
Q3 		$7.18M Buy
62,534
+27
+0% +$3.13K 0.37% 74
2021
Q2 		$7.21M Buy
62,507
+4,744
+8% +$544K 0.37% 72
2021
Q1 		$6.58M Buy
57,763
+896
+2% +$104K 0.36% 73
2020
Q4 		$6.72M Sell
56,867
-505
-0.9% -$59.5K 0.4% 64
2020
Q3 		$6.77M Buy
57,372
+2
+0% +$237 0.47% 53
2020
Q2 		$6.78M Sell
57,370
-2,257
-4% -$264K 0.5% 48
2020
Q1 		$6.88M Buy
59,627
+6,292
+12% +$717K 0.61% 24
2019
Q4 		$5.99M Buy
53,335
+8,426
+19% +$950K 0.39% 44
2019
Q3 		$5.08M Sell
44,909
-105
-0.2% -$11.8K 0.41% 49
2019
Q2 		$5.01M Buy
45,014
+624
+1% +$68.2K 0.41% 42
2019
Q1 		$4.84M Buy
44,390
+1,074
+2% +$115K 0.41% 44
2018
Q4 		$4.61M Buy
43,316
+417
+1% +$43.7K 0.44% 40
2018
Q3 		$4.53M Buy
42,899
+378
+0.9% +$40.1K 0.37% 49
2018
Q2 		$4.52M Buy
42,521
+1
+0% +$106 0.38% 44
2018
Q1 		$4.56M Buy
42,520
+592
+1% +$63.6K 0.39% 42
2017
Q4 		$4.58M Buy
41,928
+127
+0.3% +$13.9K 0.38% 46
2017
Q3 		$4.58M Buy
+41,801
New +$4.59M 0.39% 42
2017
Q1 		– Sell
-50,786
Closed -$5.49M – 247
2016
Q4 		$5.49M Buy
+50,786
New +$5.56M 0.51% 27
2015
Q4 		– Sell
-2,717
Closed -$298K – 254
2015
Q3 		$298K Buy
+2,717
New +$296K 0.04% 205
2015
Q2 		– Sell
-1,933
Closed -$215K – 269
2015
Q1 		$215K Sell
1,933
-1,904
-50% -$211K 0.02% 252
2014
Q4 		$423K Sell
3,837
-870
-18% -$95.7K 0.05% 184
2014
Q3 		$514K Sell
4,707
-1,292
-22% -$141K 0.06% 169
2014
Q2 		$656K Sell
5,999
-1,783
-23% -$194K 0.07% 142
2014
Q1 		$840K Sell
7,782
-251
-3% -$27K 0.09% 122
2013
Q4 		$855K Buy
8,033
+198
+3% +$21.2K 0.1% 113
2013
Q3 		$840K Sell
7,835
-1,259
-14% -$134K 0.11% 102
2013
Q2 		$975K Buy
+9,094
New +$999K 0.13% 86

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

Linscomb Wealth's AGG Position: Q1 2026 in Review

Linscomb Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.69% in Q1 2026, selling an estimated $43.4K and leaving 62,822 shares worth $6.24M. The position accounts for 0.28% of the portfolio, ranked #74.

Linscomb Wealth first reported a position in AGG in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.21M in Q2 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Linscomb Wealth held 62,822 shares of iShares Core US Aggregate Bond ETF worth $6.24M as of Q1 2026.
  • Linscomb Wealth sold 434 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $43.4K.
  • iShares Core US Aggregate Bond ETF made up 0.28% of Linscomb Wealth's portfolio in Q1 2026, its #74 holding.
  • Linscomb Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 45 quarters since.
  • Linscomb Wealth's iShares Core US Aggregate Bond ETF position peaked at $7.21M in Q2 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.