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

Nilsine 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 		– Sell
-15,782
Closed -$1.58M – 419
2025
Q4 		$1.58M Sell
15,782
-17
-0.1% -$1.71K 0.14% 149
2025
Q3 		$1.58M Sell
15,799
-1,469
-9% -$146K 0.14% 149
2025
Q2 		$1.71M Sell
17,268
-1,798
-9% -$176K 0.17% 132
2025
Q1 		$1.89M Buy
19,066
+5,679
+42% +$555K 0.21% 111
2024
Q4 		$1.3M Buy
13,387
+2,228
+20% +$219K 0.14% 159
2024
Q3 		$1.13M Buy
11,159
+228
+2% +$22.7K 0.15% 164
2024
Q2 		$1.06M Buy
10,931
+203
+2% +$19.6K 0.14% 166
2024
Q1 		$1.05M Buy
10,728
+464
+5% +$45.4K 0.14% 167
2023
Q4 		$1.02M Buy
10,264
+19
+0.2% +$1.81K 0.16% 160
2023
Q3 		$963K Buy
10,245
+124
+1% +$11.9K 0.15% 166
2023
Q2 		$991K Sell
10,121
-271
-3% -$26.8K 0.15% 168
2023
Q1 		$1.04M Buy
+10,392
New +$1.03M 0.16% 161

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

Nilsine Partners's AGG Position: Q1 2026 in Review

Nilsine Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 15,782 shares — an estimated $1.58M sold.

Nilsine Partners first reported a position in AGG in Q1 2023 and held it in 12 quarters. The position peaked at $1.89M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Nilsine Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Nilsine Partners sold 15,782 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.58M.
  • Nilsine Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 12 quarters.
  • Nilsine Partners's iShares Core US Aggregate Bond ETF position peaked at $1.89M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Nilsine Partners's 13F filing for Q1 2026, filed 29 Apr 2026.