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Optima Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Optima Capital’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
-164
Closed -$16.4K – 184
2025
Q4 		$16.4K Buy
+164
New +$16.5K 0.01% 458

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

Optima Capital's AGG Position: Q1 2026 in Review

Optima Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 164 shares — an estimated $16.4K sold.

Optima Capital first reported a position in AGG in Q4 2025 and held it in 1 quarter. The position peaked at $16.4K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Optima Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 164 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $16.4K.
  • Optima Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Core US Aggregate Bond ETF position peaked at $16.4K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.