Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-272	Closed	-$27.3K	–	561
2025 Q4	$27.3K	Buy	+272	New	+$27.3K	﹤0.01%	459
2024 Q2	–	Sell	-1,172	Closed	-$112K	–	553
2024 Q1	$112K	Hold	1,172	–	–	﹤0.01%	326
2023 Q4	$116K	Hold	1,172	–	–	﹤0.01%	334
2023 Q3	$110K	Buy	1,172 +404	+53%	+$38.9K	﹤0.01%	344
2023 Q2	$75.2K	Sell	768 -742	-49%	-$73.3K	﹤0.01%	393
2023 Q1	$150K	Sell	1,510 -6,100	-80%	-$603K	﹤0.01%	303
2022 Q4	$738K	Hold	7,610	–	–	0.01%	168
2022 Q3	$733K	Hold	7,610	–	–	0.01%	164
2022 Q2	$774K	Buy	+7,610	New	+$782K	0.01%	171
2020 Q2	–	Sell	-784	Closed	-$84K	–	586
2020 Q1	$84K	Buy	+784	New	+$89.3K	﹤0.01%	313
2018 Q2	–	Sell	-274	Closed	-$29K	–	667
2018 Q1	$29K	Buy	+274	New	+$29.4K	﹤0.01%	495

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

Loring Wolcott & Coolidge Fiduciary Advisors's AGG Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 272 shares — an estimated $27.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AGG in Q1 2018 and held it in 11 quarters. The position peaked at $774K in Q2 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 272 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $27.3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Core US Aggregate Bond ETF position peaked at $774K in Q2 2022.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.