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NWK Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NWK Group’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 		$786K Sell
7,914
-9
-0.1% -$900 0.3% 33
2025
Q4 		$791K Buy
7,923
+307
+4% +$30.8K 0.27% 36
2025
Q3 		$764K Buy
7,616
+2,201
+41% +$218K 0.26% 38
2025
Q2 		$537K Buy
5,415
+232
+4% +$22.7K 0.19% 36
2025
Q1 		$513K Buy
5,183
+79
+2% +$7.72K 0.23% 35
2024
Q4 		$495K Buy
5,104
+152
+3% +$15K 0.19% 43
2024
Q3 		$501K Sell
4,952
-286
-5% -$28.5K 0.2% 43
2024
Q2 		$508K Buy
5,238
+130
+3% +$12.5K 0.21% 37
2024
Q1 		$500K Sell
5,108
-62
-1% -$6.07K 0.23% 39
2023
Q4 		$513K Buy
5,170
+56
+1% +$5.33K 0.26% 40
2023
Q3 		$481K Buy
5,114
+163
+3% +$15.7K 0.3% 37
2023
Q2 		$485K Buy
4,951
+63
+1% +$6.23K 0.28% 39
2023
Q1 		$487K Sell
4,888
-714
-13% -$70.6K 0.32% 42
2022
Q4 		$543K Buy
5,602
+5,252
+1,501% +$508K 0.4% 37
2022
Q3 		$34K Sell
350
-60
-15% -$6.07K 0.03% 51
2022
Q2 		$42K Hold
410
– – 0.03% 62
2022
Q1 		$44K Hold
410
– – 0.02% 66
2021
Q4 		$47K Buy
410
+350
+583% +$40K 0.02% 72
2021
Q3 		$7K Hold
60
– – ﹤0.01% 82
2021
Q2 		$7K Hold
60
– – ﹤0.01% 89
2021
Q1 		$7K Sell
60
-35
-37% -$4.05K ﹤0.01% 161
2020
Q4 		$11K Sell
95
-21
-18% -$2.47K ﹤0.01% 157
2020
Q3 		$14K Hold
116
– – 0.01% 142
2020
Q2 		$14K Hold
116
– – 0.01% 149
2020
Q1 		$13K Buy
116
+35
+43% +$3.99K 0.01% 132
2019
Q4 		$9K Buy
+81
New +$9.13K 0.01% 163

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

NWK Group's AGG Position: Q1 2026 in Review

NWK Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.11% in Q1 2026, selling an estimated $900 and leaving 7,914 shares worth $786K. The position accounts for 0.3% of the portfolio, ranked #33.

NWK Group first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $791K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • NWK Group held 7,914 shares of iShares Core US Aggregate Bond ETF worth $786K as of Q1 2026.
  • NWK Group sold 9 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $900.
  • iShares Core US Aggregate Bond ETF made up 0.3% of NWK Group's portfolio in Q1 2026, its #33 holding.
  • NWK Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • NWK Group's iShares Core US Aggregate Bond ETF position peaked at $791K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.