North Berkeley Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

North Berkeley Wealth Management’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	$8.85M	Buy	89,113 +50,803	+133%	+$5.08M	4.68%	7
2025 Q4	$3.83M	Buy	38,310 +15,356	+67%	+$1.54M	2.26%	13
2025 Q3	$2.3M	Sell	22,954 -673	-3%	-$66.8K	1.82%	12
2025 Q2	$2.34M	Buy	23,627 +2,929	+14%	+$287K	2.15%	10
2025 Q1	$2.05M	Buy	20,698 +3,339	+19%	+$326K	2.13%	10
2024 Q4	$1.68M	Buy	+17,359	New	+$1.71M	1.71%	10

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

North Berkeley Wealth Management's AGG Position: Q1 2026 in Review

North Berkeley Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 133% in Q1 2026, buying an estimated $5.08M and bringing the position to 89,113 shares worth $8.85M. The position accounts for 4.68% of the portfolio, ranked #7.

North Berkeley Wealth Management first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

North Berkeley Wealth Management held 89,113 shares of iShares Core US Aggregate Bond ETF worth $8.85M as of Q1 2026.
North Berkeley Wealth Management bought 50,803 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.08M.
iShares Core US Aggregate Bond ETF made up 4.68% of North Berkeley Wealth Management's portfolio in Q1 2026, its #7 holding.
North Berkeley Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.