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Palacios Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Palacios Wealth Management’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
-2,339
Closed -$234K – 76
2025
Q4 		$234K Hold
2,339
– – 0.18% 62
2025
Q3 		$234K Hold
2,339
– – 0.15% 68
2025
Q2 		$232K Hold
2,339
– – 0.19% 63
2025
Q1 		$231K Hold
2,339
– – 0.17% 55
2024
Q4 		$226K Buy
+2,339
New +$230K 0.24% 56

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

Palacios Wealth Management's AGG Position: Q1 2026 in Review

Palacios Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,339 shares — an estimated $234K sold.

Palacios Wealth Management first reported a position in AGG in Q4 2024 and held it in 5 quarters. The position peaked at $234K in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Palacios Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Palacios Wealth Management sold 2,339 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $234K.
  • Palacios Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Palacios Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $234K in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.