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

Medallion Wealth 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 		$92K Buy
927
+161
+21% +$16.1K 0.03% 368
2025
Q4 		$76.5K Buy
766
+1
+0.1% +$100 0.03% 398
2025
Q3 		$76.7K Hold
765
– – 0.03% 396
2025
Q2 		$75.6K Buy
765
+7
+0.9% +$686 0.03% 391
2025
Q1 		$75K Buy
758
+351
+86% +$34.3K 0.03% 356
2024
Q4 		$39.4K Buy
+407
New +$40.1K 0.02% 452

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

Medallion Wealth Advisors's AGG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q1 2026, buying an estimated $16.1K and bringing the position to 927 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #368.

Medallion Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Medallion Wealth Advisors held 927 shares of iShares Core US Aggregate Bond ETF worth $92K as of Q1 2026.
  • Medallion Wealth Advisors bought 161 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $16.1K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #368 holding.
  • Medallion Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.