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

MGO Private 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 		$1.4M Sell
14,152
-81,432
-85% -$8.15M 7.55% 3
2025
Q4 		$9.55M Sell
95,584
-2,161
-2% -$217K 5.91% 3
2025
Q3 		$9.8M Sell
97,745
-405
-0.4% -$40.2K 5.88% 3
2025
Q2 		$9.74M Sell
98,150
-7,641
-7% -$749K 6.23% 3
2025
Q1 		$10.5M Sell
105,791
-1,150
-1% -$112K 7.38% 3
2024
Q4 		$10.4M Sell
106,941
-684
-0.6% -$67.4K 7.37% 3
2024
Q3 		$10.9M Sell
107,625
-144
-0.1% -$14.4K 7.76% 3
2024
Q2 		$10.5M Sell
107,769
-415
-0.4% -$40.1K 6.57% 3
2024
Q1 		$10.6M Sell
108,184
-1,273
-1% -$125K 6.65% 3
2023
Q4 		$10.9M Buy
109,457
+58,893
+116% +$5.6M 7.47% 2
2023
Q3 		$4.76M Sell
50,564
-2,923
-5% -$282K 3.55% 9
2023
Q2 		$5.24M Sell
53,487
-30
-0.1% -$2.97K 3.94% 7
2023
Q1 		$5.33M Sell
53,517
-14,242
-21% -$1.41M 4.18% 6
2022
Q4 		$6.57M Sell
67,759
-40,006
-37% -$3.87M 3% 7
2022
Q3 		$10.4M Buy
+107,765
New +$10.9M 4.94% 3

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

MGO Private Wealth's AGG Position: Q1 2026 in Review

MGO Private Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 85% in Q1 2026, selling an estimated $8.15M and leaving 14,152 shares worth $1.4M. The position accounts for 7.55% of the portfolio, ranked #3.

MGO Private Wealth first reported a position in AGG in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • MGO Private Wealth held 14,152 shares of iShares Core US Aggregate Bond ETF worth $1.4M as of Q1 2026.
  • MGO Private Wealth sold 81,432 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $8.15M.
  • iShares Core US Aggregate Bond ETF made up 7.55% of MGO Private Wealth's portfolio in Q1 2026, its #3 holding.
  • MGO Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • MGO Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.