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North Ridge Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

North Ridge Wealth 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 		$28.4K Sell
286
-77
-21% -$7.7K 0.02% 102
2025
Q4 		$36.2K Buy
363
+49
+16% +$4.92K 0.02% 91
2025
Q3 		$31.5K Buy
314
+26
+9% +$2.58K 0.02% 101
2025
Q2 		$28.6K Buy
+288
New +$28.2K 0.02% 93

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

North Ridge Wealth Advisors's AGG Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q1 2026, selling an estimated $7.7K and leaving 286 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #102.

North Ridge Wealth Advisors first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $36.2K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • North Ridge Wealth Advisors held 286 shares of iShares Core US Aggregate Bond ETF worth $28.4K as of Q1 2026.
  • North Ridge Wealth Advisors sold 77 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.7K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #102 holding.
  • North Ridge Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • North Ridge Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $36.2K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.