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

New World 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	$414K	Buy	4,166 +5	+0.1%	+$500	0.07%	42
2025 Q4	$416K	Sell	4,161 -497	-11%	-$49.9K	0.07%	45
2025 Q3	$467K	Sell	4,658 -153	-3%	-$15.2K	0.09%	34
2025 Q2	$477K	Sell	4,811 -2,406	-33%	-$236K	0.1%	36
2025 Q1	$714K	Sell	7,217 -2,037	-22%	-$199K	0.16%	22
2024 Q4	$897K	Buy	9,254 +1,893	+26%	+$186K	0.22%	14
2024 Q3	$745K	Sell	7,361 -592	-7%	-$59.1K	0.19%	18
2024 Q2	$772K	Sell	7,953 -19,158	-71%	-$1.85M	0.21%	14
2024 Q1	$2.66M	Sell	27,111 -4,383	-14%	-$429K	0.78%	7
2023 Q4	$3.13M	Buy	+31,494	New	+$3M	0.96%	8
2019 Q2	–	Sell	-206	Closed	-$22K	–	25
2019 Q1	$22K	Buy	+206	New	+$22.1K	0.02%	70

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

New World Advisors's AGG Position: Q1 2026 in Review

New World Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.12% in Q1 2026, buying an estimated $500 and bringing the position to 4,166 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #42.

New World Advisors first reported a position in AGG in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.13M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

New World Advisors held 4,166 shares of iShares Core US Aggregate Bond ETF worth $414K as of Q1 2026.
New World Advisors bought 5 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $500.
iShares Core US Aggregate Bond ETF made up 0.07% of New World Advisors's portfolio in Q1 2026, its #42 holding.
New World Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 11 quarters since.
New World Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.13M in Q4 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.