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Measured Wealth Private Client Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Measured Wealth Private Client Group’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 		$2.8M Sell
28,181
-839
-3% -$83.9K 0.76% 25
2025
Q4 		$2.9M Buy
29,020
+4,171
+17% +$419K 0.77% 23
2025
Q3 		$2.49M Sell
24,849
-275
-1% -$27.3K 0.67% 25
2025
Q2 		$2.49M Buy
25,124
+130
+0.5% +$12.7K 0.75% 25
2025
Q1 		$2.47M Buy
24,994
+794
+3% +$77.6K 0.79% 23
2024
Q4 		$2.34M Buy
24,200
+698
+3% +$68.7K 0.76% 23
2024
Q3 		$2.38M Buy
23,502
+37
+0.2% +$3.69K 0.8% 22
2024
Q2 		$2.28M Sell
23,465
-30,414
-56% -$2.94M 0.8% 21
2024
Q1 		$5.28M Sell
53,879
-2,177
-4% -$213K 1.84% 9
2023
Q4 		$5.56M Sell
56,056
-5,264
-9% -$501K 2.05% 9
2023
Q3 		$5.77M Sell
61,320
-5,447
-8% -$525K 2.32% 9
2023
Q2 		$6.54M Sell
66,767
-3,529
-5% -$349K 2.48% 8
2023
Q1 		$7M Sell
70,296
-3,448
-5% -$341K 2.7% 6
2022
Q4 		$7.15M Sell
73,744
-31,553
-30% -$3.05M 2.94% 7
2022
Q3 		$10.1M Buy
+105,297
New +$10.6M 4.48% 6
2019
Q4 		– Sell
-5,402
Closed -$611K – 106
2019
Q3 		$611K Sell
5,402
-6,435
-54% -$723K 0.4% 42
2019
Q2 		$1.32M Sell
11,837
-2,392
-17% -$262K 0.76% 24
2019
Q1 		$1.55M Sell
14,229
-461
-3% -$49.4K 0.96% 18
2018
Q4 		$1.56M Sell
14,690
-1,142
-7% -$120K 1.42% 12
2018
Q3 		$1.67M Sell
15,832
-540
-3% -$57.3K 1% 12
2018
Q2 		$1.74M Buy
+16,372
New +$1.74M 1.42% 12
2017
Q3 		$2.2M Buy
+20,074
New +$2.2M 3.01% 10

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

Measured Wealth Private Client Group's AGG Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q1 2026, selling an estimated $83.9K and leaving 28,181 shares worth $2.8M. The position accounts for 0.76% of the portfolio, ranked #25.

Measured Wealth Private Client Group first reported a position in AGG in Q3 2017 and has held it in 22 quarters since. The position peaked at $10.1M in Q3 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Measured Wealth Private Client Group held 28,181 shares of iShares Core US Aggregate Bond ETF worth $2.8M as of Q1 2026.
  • Measured Wealth Private Client Group sold 839 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $83.9K.
  • iShares Core US Aggregate Bond ETF made up 0.76% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #25 holding.
  • Measured Wealth Private Client Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2017 and has held it in 22 quarters since.
  • Measured Wealth Private Client Group's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q3 2022.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.