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Parr McKnight Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Parr McKnight Wealth Management 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
2026
Q1 		$286K Sell
2,881
-3,277
-53% -$328K 0.04% 197
2025
Q4 		$615K Sell
6,158
-2,077
-25% -$208K 0.08% 176
2025
Q3 		$826K Sell
8,235
-2,038
-20% -$202K 0.11% 170
2025
Q2 		$1.02M Sell
10,273
-1,955
-16% -$192K 0.14% 165
2025
Q1 		$1.21M Buy
12,228
+589
+5% +$57.6K 0.17% 157
2024
Q4 		$1.13M Buy
+11,639
New +$1.15M 0.16% 139

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

Parr McKnight Wealth Management Group's AGG Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 53% in Q1 2026, selling an estimated $328K and leaving 2,881 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #197.

Parr McKnight Wealth Management Group first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Parr McKnight Wealth Management Group held 2,881 shares of iShares Core US Aggregate Bond ETF worth $286K as of Q1 2026.
  • Parr McKnight Wealth Management Group sold 3,277 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $328K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #197 holding.
  • Parr McKnight Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Parr McKnight Wealth Management Group's iShares Core US Aggregate Bond ETF position peaked at $1.21M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.