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

Paladin Advisory 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
2023 Q1	–	Sell	-3,949	Closed	-$383K	–	275
2022 Q4	$383K	Buy	3,949 +2,833	+254%	+$274K	0.33%	60
2022 Q3	$107K	Sell	1,116 -128	-10%	-$12.9K	0.1%	119
2022 Q2	$126K	Buy	+1,244	New	+$128K	0.11%	115
2022 Q1	–	Sell	-4,860	Closed	-$554K	–	284
2021 Q4	$554K	Buy	+4,860	New	+$556K	0.45%	52

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Paladin Advisory Group's AGG Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 59% in Q1 2026, selling an estimated $12.1K and leaving 84 shares worth $8.34K. The position accounts for 0.01% of the portfolio, ranked #208.

Paladin Advisory Group first reported a position in AGG in Q1 2022 and has held it in 14 quarters since. The position peaked at $498K in Q2 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Paladin Advisory Group held 84 shares of iShares Core US Aggregate Bond ETF worth $8.34K as of Q1 2026.
Paladin Advisory Group sold 121 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $12.1K.
iShares Core US Aggregate Bond ETF made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #208 holding.
Paladin Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $498K in Q2 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.