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

MorganRosel 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 		$4.09M Sell
41,197
-9,605
-19% -$961K 1.61% 23
2025
Q4 		$5.07M Buy
50,802
+8,260
+19% +$829K 1.27% 23
2025
Q3 		$4.26M Buy
42,542
+6,844
+19% +$679K 1.11% 25
2025
Q2 		$3.54M Buy
35,698
+4,393
+14% +$430K 0.97% 25
2025
Q1 		$3.1M Buy
31,305
+21,517
+220% +$2.1M 0.94% 27
2024
Q4 		$948K Buy
9,788
+137
+1% +$13.5K 0.31% 58
2024
Q3 		$977K Buy
9,651
+375
+4% +$37.4K 0.32% 56
2024
Q2 		$900K Sell
9,276
-1,961
-17% -$189K 0.32% 57
2024
Q1 		$1.1M Sell
11,237
-10,905
-49% -$1.07M 0.39% 45
2023
Q4 		$2.2M Sell
22,142
-5,571
-20% -$530K 0.85% 22
2023
Q3 		$2.61M Buy
27,713
+299
+1% +$28.8K 1.09% 20
2023
Q2 		$2.69M Buy
27,414
+1,409
+5% +$139K 1.1% 20
2023
Q1 		$2.59M Buy
26,005
+4,022
+18% +$397K 1.11% 20
2022
Q4 		$2.13M Sell
21,983
-4,088
-16% -$395K 0.98% 19
2022
Q3 		$2.51M Buy
26,071
+8,475
+48% +$857K 1.26% 17
2022
Q2 		$1.79M Sell
17,596
-6,858
-28% -$705K 0.96% 22
2022
Q1 		$2.62M Buy
24,454
+4,711
+24% +$518K 1.27% 19
2021
Q4 		$2.25M Sell
19,743
-2,866
-13% -$328K 1.1% 20
2021
Q3 		$2.6M Buy
22,609
+1,005
+5% +$116K 1.42% 17
2021
Q2 		$2.49M Buy
21,604
+5,024
+30% +$576K 1.4% 17
2021
Q1 		$1.89M Buy
16,580
+3,893
+31% +$451K 1.19% 18
2020
Q4 		$1.5M Buy
12,687
+7,021
+124% +$827K 1.05% 18
2020
Q3 		$669K Buy
5,666
+2,278
+67% +$270K 0.54% 39
2020
Q2 		$400K Buy
+3,388
New +$397K 0.37% 53

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

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

MorganRosel Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 19% in Q1 2026, selling an estimated $961K and leaving 41,197 shares worth $4.09M. The position accounts for 1.61% of the portfolio, ranked #23.

MorganRosel Wealth Management first reported a position in AGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.07M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • MorganRosel Wealth Management held 41,197 shares of iShares Core US Aggregate Bond ETF worth $4.09M as of Q1 2026.
  • MorganRosel Wealth Management sold 9,605 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $961K.
  • iShares Core US Aggregate Bond ETF made up 1.61% of MorganRosel Wealth Management's portfolio in Q1 2026, its #23 holding.
  • MorganRosel Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • MorganRosel Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.07M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.