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Perfromance Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Perfromance Wealth Partners’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 		$474K Sell
4,778
-393
-8% -$39.3K 0.01% 127
2025
Q4 		$516K Buy
5,171
+2,157
+72% +$216K 0.01% 121
2025
Q3 		$302K Sell
3,014
-118
-4% -$11.7K 0.01% 165
2025
Q2 		$311K Buy
3,132
+83
+3% +$8.13K 0.01% 148
2025
Q1 		$302K Sell
3,049
-237
-7% -$23.2K 0.01% 132
2024
Q4 		$318K Sell
3,286
-250
-7% -$24.6K 0.01% 126
2024
Q3 		$358K Sell
3,536
-503
-12% -$50.2K 0.01% 126
2024
Q2 		$392K Sell
4,039
-20,287
-83% -$1.96M 0.01% 100
2024
Q1 		$2.38M Sell
24,326
-8,562
-26% -$838K 0.1% 46
2023
Q4 		$3.26M Sell
32,888
-10,214
-24% -$972K 0.14% 49
2023
Q3 		$4.05M Sell
43,102
-1,529
-3% -$147K 0.2% 42
2023
Q2 		$4.34M Sell
44,631
-3,423
-7% -$338K 0.2% 40
2023
Q1 		$4.79M Sell
48,054
-7,039
-13% -$696K 0.25% 34
2022
Q4 		$5.34M Buy
55,093
+11
+0% +$1.06K 0.32% 31
2022
Q3 		$5.31M Sell
55,082
-26
-0% -$2.63K 0.31% 31
2022
Q2 		$5.6M Sell
55,108
-1,161
-2% -$119K 0.31% 31
2022
Q1 		$6.03M Sell
56,269
-780
-1% -$85.8K 0.26% 34
2021
Q4 		$6.51M Buy
+57,049
New +$6.53M 0.26% 37

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

Perfromance Wealth Partners's AGG Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q1 2026, selling an estimated $39.3K and leaving 4,778 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #127.

Perfromance Wealth Partners first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.51M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Perfromance Wealth Partners held 4,778 shares of iShares Core US Aggregate Bond ETF worth $474K as of Q1 2026.
  • Perfromance Wealth Partners sold 393 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $39.3K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #127 holding.
  • Perfromance Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $6.51M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.