MWP
AGG icon

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

Madison 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 		$1.04M Buy
10,475
+1,295
+14% +$130K 0.17% 61
2025
Q4 		$917K Sell
9,180
-678
-7% -$68K 0.17% 62
2025
Q3 		$988K Buy
9,858
+1,185
+14% +$118K 0.2% 58
2025
Q2 		$860K Sell
8,673
-123
-1% -$12.1K 0.19% 57
2025
Q1 		$870K Sell
8,796
-75
-0.8% -$7.33K 0.21% 55
2024
Q4 		$860K Sell
8,871
-948
-10% -$93.4K 0.24% 53
2024
Q3 		$994K Sell
9,819
-806
-8% -$80.4K 0.29% 48
2024
Q2 		$1.03M Sell
10,625
-1,984
-16% -$192K 0.35% 36
2024
Q1 		$1.23M Sell
12,609
-3,349
-21% -$328K 0.45% 30
2023
Q4 		$1.58M Sell
15,958
-3,083
-16% -$293K 0.63% 24
2023
Q3 		$1.79M Sell
19,041
-95,537
-83% -$9.2M 0.91% 19
2023
Q2 		$11.2M Sell
114,578
-14,366
-11% -$1.42M 5.24% 6
2023
Q1 		$12.8M Buy
128,944
+107,897
+513% +$10.7M 6.48% 4
2022
Q4 		$2.04M Buy
21,047
+4,006
+24% +$387K 1.19% 17
2022
Q3 		$1.64M Buy
17,041
+141
+0.8% +$14.3K 1.07% 17
2022
Q2 		$1.72M Sell
16,900
-30,711
-65% -$3.16M 1.09% 17
2022
Q1 		$5.1M Sell
47,611
-142,489
-75% -$15.7M 2.85% 11
2021
Q4 		$21.7M Sell
190,100
-5,590
-3% -$640K 10.9% 3
2021
Q3 		$22.5M Sell
195,690
-26,096
-12% -$3.02M 12.67% 3
2021
Q2 		$25.6M Buy
221,786
+14,976
+7% +$1.72M 14.65% 2
2021
Q1 		$24.4M Sell
206,810
-1,456
-0.7% -$169K 17.19% 1
2020
Q4 		$24.6M Buy
+208,266
New +$24.5M 16.51% 1

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 $424B AUM 22.94% 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

Madison Wealth Partners's AGG Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, buying an estimated $130K and bringing the position to 10,475 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #61.

Madison Wealth Partners first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.6M in Q2 2021. 2,073 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Madison Wealth Partners held 10,475 shares of iShares Core US Aggregate Bond ETF worth $1.04M as of Q1 2026.
  • Madison Wealth Partners bought 1,295 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $130K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Madison Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Madison Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $25.6M in Q2 2021.
  • 2,073 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.