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Moneta Group Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moneta Group Investment 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 		$15.3M Buy
153,917
+8,438
+6% +$844K 0.12% 90
2025
Q4 		$14.5M Buy
145,479
+20,308
+16% +$2.04M 0.11% 90
2025
Q3 		$12.5M Buy
125,171
+6,845
+6% +$679K 0.1% 97
2025
Q2 		$11.7M Buy
118,326
+521
+0.4% +$51.1K 0.14% 88
2025
Q1 		$11.7M Buy
117,805
+5,147
+5% +$503K 0.16% 84
2024
Q4 		$10.9M Buy
112,658
+6,255
+6% +$616K 0.15% 88
2024
Q3 		$10.8M Buy
106,403
+15,177
+17% +$1.51M 0.16% 82
2024
Q2 		$8.86M Buy
91,226
+17,353
+23% +$1.68M 0.14% 90
2024
Q1 		$7.24M Buy
73,873
+10,614
+17% +$1.04M 0.12% 99
2023
Q4 		$6.28M Buy
63,259
+8,001
+14% +$761K 0.12% 91
2023
Q3 		$5.2M Sell
55,258
-2,764
-5% -$266K 0.12% 97
2023
Q2 		$5.68M Sell
58,022
-4,987
-8% -$493K 0.13% 95
2023
Q1 		$6.28M Buy
63,009
+2,089
+3% +$206K 0.15% 87
2022
Q4 		$6.1M Sell
60,920
-8,615
-12% -$833K 0.17% 87
2022
Q3 		$6.7M Buy
69,535
+5,314
+8% +$537K 0.26% 76
2022
Q2 		$6.53M Sell
64,221
-3,725
-5% -$383K 0.22% 79
2022
Q1 		$7.28M Buy
67,946
+5,832
+9% +$642K 0.29% 69
2021
Q4 		$7.09M Sell
62,114
-962
-2% -$110K 0.29% 66
2021
Q3 		$7.24M Buy
63,076
+1,045
+2% +$121K 0.33% 63
2021
Q2 		$7.15M Buy
62,031
+5,851
+10% +$670K 0.33% 68
2021
Q1 		$6.39M Buy
56,180
+23,123
+70% +$2.68M 0.34% 67
2020
Q4 		$3.91M Buy
33,057
+1,666
+5% +$196K 0.28% 69
2020
Q3 		$3.71M Buy
31,391
+184
+0.6% +$21.8K 0.32% 62
2020
Q2 		$3.69M Buy
31,207
+679
+2% +$79.5K 0.35% 59
2020
Q1 		$3.52M Buy
30,528
+956
+3% +$109K 0.37% 58
2019
Q4 		$3.32M Sell
29,572
-754
-2% -$85K 0.28% 61
2019
Q3 		$3.43M Buy
30,326
+2,630
+9% +$296K 0.32% 60
2019
Q2 		$3.08M Buy
27,696
+429
+2% +$46.9K 0.3% 57
2019
Q1 		$2.97M Buy
27,267
+6
+0% +$643 0.31% 58
2018
Q4 		$2.9M Sell
27,261
-4
-0% -$420 0.35% 56
2018
Q3 		$2.88M Sell
27,265
-799
-3% -$84.8K 0.29% 63
2018
Q2 		$2.98M Buy
28,064
+799
+3% +$84.7K 0.33% 50
2018
Q1 		$2.92M Buy
27,265
+4,610
+20% +$495K 0.39% 41
2017
Q4 		$2.48M Buy
22,655
+790
+4% +$86.4K 0.37% 35
2017
Q3 		$2.4M Buy
+21,865
New +$2.4M 0.37% 38
2017
Q2 		– Sell
-18,310
Closed -$1.99M – 183
2017
Q1 		$1.99M Hold
18,310
– – 0.39% 35
2016
Q4 		$1.98M Buy
18,310
+5,525
+43% +$605K 0.41% 35
2016
Q3 		$1.44M Buy
12,785
+152
+1% +$17.1K 0.33% 42
2016
Q2 		$1.42M Buy
12,633
+113
+0.9% +$12.5K 0.31% 49
2016
Q1 		$1.39M Buy
12,520
+3,860
+45% +$422K 0.31% 49
2015
Q4 		$935K Buy
+8,660
New +$943K 0.23% 47

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

Moneta Group Investment Advisors's AGG Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q1 2026, buying an estimated $844K and bringing the position to 153,917 shares worth $15.3M. The position accounts for 0.12% of the portfolio, ranked #90.

Moneta Group Investment Advisors first reported a position in AGG in Q4 2015 and has held it in 41 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Moneta Group Investment Advisors held 153,917 shares of iShares Core US Aggregate Bond ETF worth $15.3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 8,438 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $844K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.