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Moors & Cabot’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moors & Cabot’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 		$205K Buy
+2,062
New +$206K 0.01% 854
2025
Q4 		– Sell
-2,600
Closed -$261K – 926
2025
Q3 		$261K Buy
+2,600
New +$258K 0.01% 727
2024
Q1 		– Sell
-2,016
Closed -$200K – 915
2023
Q4 		$200K Buy
+2,016
New +$192K 0.01% 754
2023
Q2 		– Sell
-2,759
Closed -$275K – 848
2023
Q1 		$275K Sell
2,759
-9
-0.3% -$889 0.02% 642
2022
Q4 		$268K Sell
2,768
-183
-6% -$17.7K 0.02% 623
2022
Q3 		$284K Buy
2,951
+957
+48% +$96.8K 0.02% 579
2022
Q2 		$203K Buy
1,994
+5
+0.3% +$514 0.01% 697
2022
Q1 		$213K Sell
1,989
-177
-8% -$19.5K 0.01% 753
2021
Q4 		$247K Buy
2,166
+222
+11% +$25.4K 0.02% 702
2021
Q3 		$223K Sell
1,944
-177
-8% -$20.5K 0.01% 714
2021
Q2 		$245K Sell
2,121
-257
-11% -$29.4K 0.02% 653
2021
Q1 		$270K Buy
2,378
+496
+26% +$57.4K 0.02% 572
2020
Q4 		$222K Buy
1,882
+109
+6% +$12.8K 0.02% 617
2020
Q3 		$210K Buy
+1,773
New +$210K 0.02% 581
2019
Q4 		– Sell
-1,806
Closed -$203K – 624
2019
Q3 		$203K Buy
+1,806
New +$203K 0.02% 547
2017
Q1 		– Sell
-2,977
Closed -$322K – 520
2016
Q4 		$322K Buy
+2,977
New +$326K 0.05% 369

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

Moors & Cabot's AGG Position: Q1 2026 in Review

Moors & Cabot opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 2,062 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in AGG as recently as Q3 2025.

Moors & Cabot first reported a position in AGG in Q4 2016 and has held it in 16 quarters since. The position peaked at $322K in Q4 2016. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Moors & Cabot held 2,062 shares of iShares Core US Aggregate Bond ETF worth $205K as of Q1 2026.
  • iShares Core US Aggregate Bond ETF was a new Moors & Cabot position in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #854 holding.
  • Moors & Cabot first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 16 quarters since.
  • Moors & Cabot's iShares Core US Aggregate Bond ETF position peaked at $322K in Q4 2016.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.