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

Obermeyer Wealth 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 		$241K Sell
2,429
-193
-7% -$19.3K 0.01% 264
2025
Q4 		$262K Sell
2,622
-381
-13% -$38.2K 0.01% 256
2025
Q3 		$301K Buy
+3,003
New +$298K 0.01% 232
2013
Q3 		– Sell
-793
Closed -$85K – 66
2013
Q2 		$85K Buy
+793
New +$87.1K 0.02% 87

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

Obermeyer Wealth Partners's AGG Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.4% in Q1 2026, selling an estimated $19.3K and leaving 2,429 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #264.

Obermeyer Wealth Partners first reported a position in AGG in Q2 2013 and has held it in 4 quarters since. The position peaked at $301K in Q3 2025. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Obermeyer Wealth Partners held 2,429 shares of iShares Core US Aggregate Bond ETF worth $241K as of Q1 2026.
  • Obermeyer Wealth Partners sold 193 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $19.3K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #264 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • Obermeyer Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $301K in Q3 2025.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.