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

NewEdge 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 		$84.9M Sell
854,978
-83,741
-9% -$8.38M 0.31% 60
2025
Q4 		$93.8M Buy
938,719
+63,998
+7% +$6.42M 0.34% 59
2025
Q3 		$87.7M Buy
874,721
+45,831
+6% +$4.55M 0.4% 46
2025
Q2 		$82.2M Buy
828,890
+42,679
+5% +$4.18M 0.42% 39
2025
Q1 		$77.8M Sell
786,211
-32,584
-4% -$3.19M 0.46% 35
2024
Q4 		$79.3M Sell
818,795
-72,293
-8% -$7.12M 0.48% 36
2024
Q3 		$90.2M Sell
891,088
-21,567
-2% -$2.15M 0.59% 25
2024
Q2 		$88.6M Buy
912,655
+195,003
+27% +$18.8M 0.65% 23
2024
Q1 		$70.3M Buy
717,652
+6,649
+0.9% +$651K 0.61% 25
2023
Q4 		$69.9M Sell
711,003
-58,825
-8% -$5.6M 0.66% 18
2023
Q3 		$72.4M Buy
769,828
+46,129
+6% +$4.44M 0.8% 12
2023
Q2 		$70.9M Buy
723,699
+2,086
+0.3% +$206K 0.8% 11
2023
Q1 		$72M Sell
721,613
-36,733
-5% -$3.63M 0.9% 9
2022
Q4 		$51.6M Buy
758,346
+13,676
+2% +$1.32M 1.39% 7
2022
Q3 		$71.7M Sell
744,670
-61,908
-8% -$6.26M 1.18% 8
2022
Q2 		$82M Sell
806,578
-22,151
-3% -$2.28M 1.36% 6
2022
Q1 		$88.8M Sell
828,729
-12,171
-1% -$1.34M 1.43% 7
2021
Q4 		$95.9M Buy
840,900
+445,950
+113% +$51M 1.45% 6
2021
Q3 		$45.4M Buy
394,950
+99,900
+34% +$11.6M 1.12% 10
2021
Q2 		$34M Buy
295,050
+15,933
+6% +$1.83M 0.91% 16
2021
Q1 		$31.8M Buy
279,117
+14,156
+5% +$1.64M 0.95% 16
2020
Q4 		$31.3M Sell
264,961
-13,004
-5% -$1.53M 1.03% 15
2020
Q3 		$32.8M Buy
277,965
+22,703
+9% +$2.69M 1.14% 9
2020
Q2 		$30.2M Buy
255,262
+65,146
+34% +$7.63M 1.18% 9
2020
Q1 		$21.9M Buy
190,116
+20,313
+12% +$2.32M 1.06% 16
2019
Q4 		$19.1M Buy
169,803
+11,873
+8% +$1.34M 0.76% 26
2019
Q3 		$17.9M Buy
157,930
+8,360
+6% +$940K 0.79% 25
2019
Q2 		$16.7M Sell
149,570
-8,019
-5% -$877K 1.02% 14
2019
Q1 		$17.2M Sell
157,589
-23,199
-13% -$2.49M 1.11% 10
2018
Q4 		$19.3K Sell
180,788
-8,389
-4% -$880K 1.24% 5
2018
Q3 		$20M Buy
189,177
+28,916
+18% +$3.07M 1.53% 5
2018
Q2 		$17K Sell
160,261
-2,684
-2% -$285K 1.55% 5
2018
Q1 		$17.4M Buy
162,945
+17,786
+12% +$1.91M 1.99% 3
2017
Q4 		$15.8M Buy
145,159
+6,303
+5% +$689K 2.14% 3
2017
Q3 		$15.2M Buy
138,856
+1,147
+0.8% +$126K 2.36% 3
2017
Q2 		$15M Buy
137,709
+515
+0.4% +$56.3K 2.58% 2
2017
Q1 		$14.9M Buy
137,194
+134,602
+5,193% +$14.6M 3.39% 2
2016
Q4 		$281K Sell
2,592
-1,648
-39% -$181K 0.08% 198
2016
Q3 		$477K Buy
+4,240
New +$477K 0.15% 126

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 $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 $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

NewEdge Advisors's AGG Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.9% in Q1 2026, selling an estimated $8.38M and leaving 854,978 shares worth $84.9M. The position accounts for 0.31% of the portfolio, ranked #60.

NewEdge Advisors first reported a position in AGG in Q3 2016 and has held it in 39 quarters since. The position peaked at $95.9M in Q4 2021. 2,077 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • NewEdge Advisors held 854,978 shares of iShares Core US Aggregate Bond ETF worth $84.9M as of Q1 2026.
  • NewEdge Advisors sold 83,741 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $8.38M.
  • iShares Core US Aggregate Bond ETF made up 0.31% of NewEdge Advisors's portfolio in Q1 2026, its #60 holding.
  • NewEdge Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's iShares Core US Aggregate Bond ETF position peaked at $95.9M in Q4 2021.
  • 2,077 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.