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

Modern Wealth Management’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 		$13.5M Buy
136,864
+2,927
+2% +$293K 0.23% 110
2025
Q4 		$13.4M Buy
133,937
+2,585
+2% +$259K 0.24% 105
2025
Q3 		$13.2M Buy
131,352
+979
+0.8% +$97.1K 0.26% 100
2025
Q2 		$12.9M Buy
130,373
+7,039
+6% +$690K 0.32% 80
2025
Q1 		$12.2M Buy
123,334
+118,215
+2,309% +$11.6M 0.39% 60
2024
Q4 		$496K Sell
5,119
-263
-5% -$25.9K 0.02% 367
2024
Q3 		$545K Buy
5,382
+23
+0.4% +$2.29K 0.03% 243
2024
Q2 		$520K Buy
5,359
+546
+11% +$52.7K 0.04% 214
2024
Q1 		$471K Buy
+4,813
New +$471K 0.04% 178

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

Modern Wealth Management's AGG Position: Q1 2026 in Review

Modern Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, buying an estimated $293K and bringing the position to 136,864 shares worth $13.5M. The position accounts for 0.23% of the portfolio, ranked #110.

Modern Wealth Management first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Modern Wealth Management held 136,864 shares of iShares Core US Aggregate Bond ETF worth $13.5M as of Q1 2026.
  • Modern Wealth Management bought 2,927 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $293K.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Modern Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Modern Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.