Noble Family Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Noble Family Wealth’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	$979K	Sell	9,861 -235	-2%	-$23.5K	0.2%	44
2025 Q4	$1.01M	Sell	10,096 -1,009	-9%	-$101K	0.21%	41
2025 Q3	$1.11M	Sell	11,105 -11	-0.1%	-$1.09K	0.25%	39
2025 Q2	$1.1M	Buy	11,116 +1,450	+15%	+$142K	0.27%	37
2025 Q1	$956K	Sell	9,666 -10	-0.1%	-$978	0.26%	37
2024 Q4	$939K	Hold	9,676	–	–	0.26%	39
2024 Q3	$980K	Hold	9,676	–	–	0.26%	40
2024 Q2	$939K	Hold	9,676	–	–	0.27%	39
2024 Q1	$948K	Sell	9,676 -83	-0.9%	-$8.12K	0.27%	39
2023 Q4	$969K	Sell	9,759 -237	-2%	-$22.6K	0.29%	38
2023 Q3	$940K	Buy	9,996 +41	+0.4%	+$3.95K	0.32%	37
2023 Q2	$975K	Sell	9,955 -151	-1%	-$14.9K	0.32%	39
2023 Q1	$1.01M	Buy	+10,106	New	+$999K	0.34%	39

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

Noble Family Wealth's AGG Position: Q1 2026 in Review

Noble Family Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.3% in Q1 2026, selling an estimated $23.5K and leaving 9,861 shares worth $979K. The position accounts for 0.2% of the portfolio, ranked #44.

Noble Family Wealth first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Noble Family Wealth held 9,861 shares of iShares Core US Aggregate Bond ETF worth $979K as of Q1 2026.
Noble Family Wealth sold 235 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $23.5K.
iShares Core US Aggregate Bond ETF made up 0.2% of Noble Family Wealth's portfolio in Q1 2026, its #44 holding.
Noble Family Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.11M in Q3 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.