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

Maia 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	$2.68M	Sell	26,991 -1,939	-7%	-$194K	0.45%	63
2025 Q4	$2.91M	Sell	28,930 -1,059	-4%	-$106K	0.5%	55
2025 Q3	$3M	Sell	29,989 -971	-3%	-$96.3K	0.51%	52
2025 Q2	$3.07M	Buy	30,960 +2,400	+8%	+$235K	0.59%	44
2025 Q1	$2.79M	Buy	28,560 +1,239	+5%	+$121K	0.63%	41
2024 Q4	$2.67M	Buy	27,321 +11,809	+76%	+$1.16M	0.57%	39
2024 Q3	$1.53M	Buy	15,512 +7,014	+83%	+$700K	0.38%	65
2024 Q2	$833K	Buy	+8,498	New	+$820K	0.25%	84
2023 Q4	$490K	Buy	+4,934	New	+$470K	0.2%	105

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

Maia Wealth's AGG Position: Q1 2026 in Review

Maia Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.7% in Q1 2026, selling an estimated $194K and leaving 26,991 shares worth $2.68M. The position accounts for 0.45% of the portfolio, ranked #63.

Maia Wealth first reported a position in AGG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.07M in Q2 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Maia Wealth held 26,991 shares of iShares Core US Aggregate Bond ETF worth $2.68M as of Q1 2026.
Maia Wealth sold 1,939 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $194K.
iShares Core US Aggregate Bond ETF made up 0.45% of Maia Wealth's portfolio in Q1 2026, its #63 holding.
Maia Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's iShares Core US Aggregate Bond ETF position peaked at $3.07M in Q2 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.