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New Insight Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New Insight Wealth 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 		– Sell
-2,023
Closed -$202K – 109
2025
Q4 		$202K Sell
2,023
-217
-10% -$21.8K 0.07% 108
2025
Q3 		$225K Sell
2,240
-446
-17% -$44.3K 0.08% 101
2025
Q2 		$266K Hold
2,686
– – 0.11% 93
2025
Q1 		$266K Hold
2,686
– – 0.12% 85
2024
Q4 		$260K Buy
2,686
+350
+15% +$34.5K 0.13% 75
2024
Q3 		$237K Hold
2,336
– – 0.12% 81
2024
Q2 		$227K Buy
2,336
+130
+6% +$12.5K 0.13% 76
2024
Q1 		$216K Sell
2,206
-839
-28% -$82.1K 0.13% 79
2023
Q4 		$302K Buy
+3,045
New +$290K 0.2% 63

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

New Insight Wealth Advisors's AGG Position: Q1 2026 in Review

New Insight Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,023 shares — an estimated $202K sold.

New Insight Wealth Advisors first reported a position in AGG in Q4 2023 and held it in 9 quarters. The position peaked at $302K in Q4 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • New Insight Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • New Insight Wealth Advisors sold 2,023 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $202K.
  • New Insight Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 9 quarters.
  • New Insight Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $302K in Q4 2023.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.