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

Modus 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 		$5.89M Buy
59,291
+7,910
+15% +$791K 1.62% 20
2025
Q4 		$5.13M Buy
51,381
+4,562
+10% +$458K 1.35% 27
2025
Q3 		$4.69M Buy
46,819
+1,088
+2% +$108K 1.28% 30
2025
Q2 		$4.54M Buy
45,731
+1,487
+3% +$146K 1.35% 28
2025
Q1 		$4.38M Sell
44,244
-869
-2% -$85K 1.43% 27
2024
Q4 		$4.37M Buy
45,113
+2,186
+5% +$215K 1.37% 27
2024
Q3 		$4.35M Buy
42,927
+2,686
+7% +$268K 1.43% 28
2024
Q2 		$3.91M Buy
40,241
+761
+2% +$73.5K 1.38% 29
2024
Q1 		$3.87M Buy
39,480
+5,162
+15% +$505K 1.43% 29
2023
Q4 		$3.41M Buy
34,318
+4,369
+15% +$416K 1.38% 26
2023
Q3 		$2.82M Buy
29,949
+2,310
+8% +$222K 1.23% 32
2023
Q2 		$2.71M Buy
27,639
+1,839
+7% +$182K 1.16% 32
2023
Q1 		$2.57M Buy
25,800
+3,187
+14% +$315K 1.18% 30
2022
Q4 		$2.19M Buy
22,613
+8,991
+66% +$870K 1.06% 40
2022
Q3 		$1.31M Hold
13,622
– – 0.69% 47
2022
Q2 		$1.39M Sell
13,622
-63
-0.5% -$6.47K 0.7% 47
2022
Q1 		$1.47M Sell
13,685
-990
-7% -$109K 0.64% 50
2021
Q4 		$1.67M Sell
14,675
-418
-3% -$47.8K 0.71% 47
2021
Q3 		$1.73M Hold
15,093
– – 0.75% 46
2021
Q2 		$1.74M Sell
15,093
-115
-0.8% -$13.2K 0.73% 45
2021
Q1 		$1.73M Buy
15,208
+146
+1% +$16.9K 0.8% 42
2020
Q4 		$1.78M Buy
15,062
+138
+0.9% +$16.3K 0.92% 38
2020
Q3 		$1.76M Sell
14,924
-331
-2% -$39.3K 1.01% 31
2020
Q2 		$1.8M Sell
15,255
-578
-4% -$67.7K 1.18% 29
2020
Q1 		$1.83M Buy
15,833
+124
+0.8% +$14.1K 1.69% 15
2019
Q4 		$1.76M Buy
+15,709
New +$1.77M 1.39% 19

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

Modus Advisors's AGG Position: Q1 2026 in Review

Modus Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2026, buying an estimated $791K and bringing the position to 59,291 shares worth $5.89M. The position accounts for 1.62% of the portfolio, ranked #20.

Modus Advisors first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Modus Advisors held 59,291 shares of iShares Core US Aggregate Bond ETF worth $5.89M as of Q1 2026.
  • Modus Advisors bought 7,910 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $791K.
  • iShares Core US Aggregate Bond ETF made up 1.62% of Modus Advisors's portfolio in Q1 2026, its #20 holding.
  • Modus Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.