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Narus Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Narus Financial Partners’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 		$2.04M Buy
20,521
+281
+1% +$28.1K 0.53% 35
2025
Q4 		$2.02M Buy
20,240
+471
+2% +$47.3K 0.56% 35
2025
Q3 		$1.98M Buy
19,769
+491
+3% +$48.7K 0.54% 39
2025
Q2 		$1.91M Buy
19,278
+178
+0.9% +$17.4K 0.6% 36
2025
Q1 		$1.89M Sell
19,100
-145
-0.8% -$14.2K 0.64% 34
2024
Q4 		$1.86M Buy
19,245
+2,391
+14% +$235K 0.63% 34
2024
Q3 		$1.71M Buy
16,854
+721
+4% +$71.9K 0.61% 36
2024
Q2 		$1.57M Buy
16,133
+1,098
+7% +$106K 0.63% 35
2024
Q1 		$1.47M Sell
15,035
-134
-0.9% -$13.1K 0.63% 34
2023
Q4 		$1.51M Sell
15,169
-1,956
-11% -$186K 0.73% 24
2023
Q3 		$1.61M Buy
17,125
+2,016
+13% +$194K 0.83% 22
2023
Q2 		$1.48M Sell
15,109
-197
-1% -$19.5K 0.76% 25
2023
Q1 		$1.53M Buy
15,306
+907
+6% +$89.6K 0.83% 23
2022
Q4 		$1.4M Buy
14,399
+165
+1% +$16K 0.81% 23
2022
Q3 		$1.37M Buy
14,234
+2,473
+21% +$250K 0.87% 22
2022
Q2 		$1.2M Sell
11,761
-12,606
-52% -$1.3M 0.76% 26
2022
Q1 		$2.61M Buy
+24,367
New +$2.68M 1.46% 10
2021
Q1 		$2.11M Buy
+18,495
New +$2.14M 1.25% 11
2019
Q4 		$1.62M Sell
14,389
-394
-3% -$44.4K 1.13% 10
2019
Q3 		$1.67M Sell
14,783
-83
-0.6% -$9.33K 1.23% 6
2019
Q2 		$1.66M Buy
+14,866
New +$1.63M 1.28% 5
2017
Q3 		$1.33M Buy
12,102
+889
+8% +$97.6K 1.17% 8
2017
Q2 		$1.23M Sell
11,213
-720
-6% -$78.7K 1.14% 8
2017
Q1 		$1.29M Buy
11,933
+788
+7% +$85.3K 1.25% 6
2016
Q4 		$1.2M Buy
+11,145
New +$1.22M 1.27% 6

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

Narus Financial Partners's AGG Position: Q1 2026 in Review

Narus Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q1 2026, buying an estimated $28.1K and bringing the position to 20,521 shares worth $2.04M. The position accounts for 0.53% of the portfolio, ranked #35.

Narus Financial Partners first reported a position in AGG in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.61M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Narus Financial Partners held 20,521 shares of iShares Core US Aggregate Bond ETF worth $2.04M as of Q1 2026.
  • Narus Financial Partners bought 281 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $28.1K.
  • iShares Core US Aggregate Bond ETF made up 0.53% of Narus Financial Partners's portfolio in Q1 2026, its #35 holding.
  • Narus Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $2.61M in Q1 2022.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.