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Thompson David Blair’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Thompson David Blair’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 		– Sell
-4,403
Closed -$440K – 169
2025
Q4 		$440K Buy
+4,403
New +$442K 0.25% 97

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 $1.37T AUM 24.88% 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 $80B AUM 26.12% 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

Thompson David Blair's AGG Position: Q1 2026 in Review

Thompson David Blair sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 4,403 shares — an estimated $440K sold.

Thompson David Blair first reported a position in AGG in Q4 2025 and held it in 1 quarter. The position peaked at $440K in Q4 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Thompson David Blair reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Thompson David Blair sold 4,403 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $440K.
  • Thompson David Blair first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Thompson David Blair's iShares Core US Aggregate Bond ETF position peaked at $440K in Q4 2025.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Thompson David Blair's 13F filing for Q1 2026, filed 14 Aug 2026.