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Patten & Patten’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Patten & Patten’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 		$417K Sell
4,204
-1,381
-25% -$138K 0.03% 259
2025
Q4 		$558K Sell
5,585
-782
-12% -$78.5K 0.03% 232
2025
Q3 		$638K Sell
6,367
-213
-3% -$21.1K 0.04% 228
2025
Q2 		$653K Buy
6,580
+16
+0.2% +$1.57K 0.04% 205
2025
Q1 		$649K Buy
6,564
+9
+0.1% +$880 0.04% 202
2024
Q4 		$635K Sell
6,555
-231
-3% -$22.8K 0.04% 200
2024
Q3 		$687K Sell
6,786
-36
-0.5% -$3.59K 0.05% 195
2024
Q2 		$662K Sell
6,822
-354
-5% -$34.2K 0.05% 190
2024
Q1 		$703K Buy
+7,176
New +$702K 0.05% 191

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

Patten & Patten's AGG Position: Q1 2026 in Review

Patten & Patten reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q1 2026, selling an estimated $138K and leaving 4,204 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #259.

Patten & Patten first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $703K in Q1 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Patten & Patten held 4,204 shares of iShares Core US Aggregate Bond ETF worth $417K as of Q1 2026.
  • Patten & Patten sold 1,381 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $138K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Patten & Patten's portfolio in Q1 2026, its #259 holding.
  • Patten & Patten first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Patten & Patten's iShares Core US Aggregate Bond ETF position peaked at $703K in Q1 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.