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

MONECO 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 		$397K Sell
4,004
-341
-8% -$34.1K 0.03% 350
2025
Q4 		$434K Buy
4,345
+1,902
+78% +$191K 0.03% 329
2025
Q3 		$245K Buy
2,443
+119
+5% +$11.8K 0.02% 437
2025
Q2 		$231K Buy
2,324
+30
+1% +$2.94K 0.02% 428
2025
Q1 		$227K Sell
2,294
-1,026
-31% -$100K 0.02% 421
2024
Q4 		$322K Buy
3,320
+1,036
+45% +$102K 0.03% 355
2024
Q3 		$231K Sell
2,284
-3,626
-61% -$362K 0.03% 393
2024
Q2 		$574K Sell
5,910
-2,367
-29% -$228K 0.08% 220
2024
Q1 		$811K Buy
8,277
+4,344
+110% +$425K 0.13% 174
2023
Q4 		$390K Buy
3,933
+442
+13% +$42.1K 0.07% 244
2023
Q3 		$328K Buy
+3,491
New +$336K 0.09% 239
2021
Q2 		– Sell
-2,254
Closed -$257K – 225
2021
Q1 		$257K Buy
+2,254
New +$261K 0.12% 164

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

MONECO Advisors's AGG Position: Q1 2026 in Review

MONECO Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q1 2026, selling an estimated $34.1K and leaving 4,004 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #350.

MONECO Advisors first reported a position in AGG in Q1 2021 and has held it in 12 quarters since. The position peaked at $811K in Q1 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • MONECO Advisors held 4,004 shares of iShares Core US Aggregate Bond ETF worth $397K as of Q1 2026.
  • MONECO Advisors sold 341 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $34.1K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #350 holding.
  • MONECO Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 12 quarters since.
  • MONECO Advisors's iShares Core US Aggregate Bond ETF position peaked at $811K in Q1 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.