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

MSH Capital 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 		$631K Sell
6,356
-577
-8% -$57.7K 0.13% 153
2025
Q4 		$693K Hold
6,933
– – 0.15% 150
2025
Q3 		$695K Buy
6,933
+450
+7% +$44.6K 0.19% 134
2025
Q2 		$643K Buy
6,483
+1,245
+24% +$122K 0.19% 132
2025
Q1 		$518K Sell
5,238
-1,140
-18% -$111K 0.16% 145
2024
Q4 		$618K Sell
6,378
-558
-8% -$55K 0.19% 125
2024
Q3 		$702K Buy
6,936
+2,893
+72% +$289K 0.21% 112
2024
Q2 		$392K Buy
+4,043
New +$390K 0.13% 159
2023
Q4 		– Sell
-2,553
Closed -$240K – 215
2023
Q3 		$240K Sell
2,553
-274
-10% -$26.4K 0.09% 187
2023
Q2 		$277K Sell
2,827
-274
-9% -$27.1K 0.1% 181
2023
Q1 		$309K Sell
3,101
-570
-16% -$56.3K 0.13% 158
2022
Q4 		$356K Sell
3,671
-395
-10% -$38.2K 0.16% 130
2022
Q3 		$392K Sell
4,066
-1,140
-22% -$115K 0.19% 118
2022
Q2 		$529K Sell
5,206
-493
-9% -$50.7K 0.25% 103
2022
Q1 		$610K Buy
5,699
+866
+18% +$95.3K 0.25% 100
2021
Q4 		$551K Buy
+4,833
New +$553K 0.25% 96

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

MSH Capital Advisors's AGG Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.3% in Q1 2026, selling an estimated $57.7K and leaving 6,356 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #153.

MSH Capital Advisors first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $702K in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • MSH Capital Advisors held 6,356 shares of iShares Core US Aggregate Bond ETF worth $631K as of Q1 2026.
  • MSH Capital Advisors sold 577 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $57.7K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of MSH Capital Advisors's portfolio in Q1 2026, its #153 holding.
  • MSH Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • MSH Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $702K in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.