Parcion Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parcion Private Wealth’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	$293K	Buy	2,956 +45	+2%	+$4.5K	0.02%	337
2025 Q4	$291K	Buy	+2,911	New	+$292K	0.02%	330
2025 Q1	–	Sell	-2,183	Closed	-$212K	–	290
2024 Q4	$212K	Sell	2,183 -1	-0%	-$98	0.02%	233
2024 Q3	$221K	Buy	2,184 +4	+0.2%	+$399	0.02%	222
2024 Q2	$212K	Buy	2,180 +7	+0.3%	+$676	0.02%	186
2024 Q1	$213K	Sell	2,173 -377	-15%	-$36.9K	0.02%	186
2023 Q4	$253K	Sell	2,550 -77,574	-97%	-$7.38M	0.02%	173
2023 Q3	$7.53M	Buy	80,124 +1,007	+1%	+$97K	0.78%	31
2023 Q2	$7.75M	Buy	79,117 +826	+1%	+$81.7K	0.78%	29
2023 Q1	$7.8M	Buy	+78,291	New	+$7.74M	0.82%	25
2022 Q1	–	Sell	-7,885	Closed	-$884K	–	190
2021 Q4	$884K	Sell	7,885 -66	-0.8%	-$7.55K	0.08%	108
2021 Q3	$911K	Hold	7,951	–	–	0.08%	117
2021 Q2	$917K	Sell	7,951 -2,539	-24%	-$291K	0.09%	115
2021 Q1	$1.19M	Sell	10,490 -300	-3%	-$34.7K	0.14%	108
2020 Q4	$1.27M	Buy	+10,790	New	+$1.27M	0.17%	93

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

Parcion Private Wealth's AGG Position: Q1 2026 in Review

Parcion Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q1 2026, buying an estimated $4.5K and bringing the position to 2,956 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #337.

Parcion Private Wealth first reported a position in AGG in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.8M in Q1 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Parcion Private Wealth held 2,956 shares of iShares Core US Aggregate Bond ETF worth $293K as of Q1 2026.
Parcion Private Wealth bought 45 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $4.5K.
iShares Core US Aggregate Bond ETF made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #337 holding.
Parcion Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 15 quarters since.
Parcion Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $7.8M in Q1 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.