PFW Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PFW Advisors’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	–	Sell	-69,051	Closed	-$6.9M	–	119
2025 Q4	$6.9M	Buy	69,051 +2,856	+4%	+$287K	2.08%	10
2025 Q3	$6.64M	Buy	66,195 +1,745	+3%	+$173K	1.96%	10
2025 Q2	$6.39M	Sell	64,450 -745	-1%	-$73K	1.97%	9
2025 Q1	$6.45M	Sell	65,195 -1,918	-3%	-$188K	2.02%	10
2024 Q4	$6.5M	Buy	+67,113	New	+$6.61M	2%	11
2024 Q2	$6.37M	Sell	65,656 -2,086	-3%	-$201K	2.03%	11
2024 Q1	$6.63M	Buy	67,742 +11,393	+20%	+$1.12M	2.03%	11
2023 Q4	$5.59M	Sell	56,349 -12,483	-18%	-$1.19M	1.79%	12
2023 Q3	$6.47M	Buy	68,832 +345	+0.5%	+$33.2K	2.29%	9
2023 Q2	$6.58M	Buy	+68,487	New	+$6.77M	2.2%	11
2019 Q3	$6.73M	Buy	+66,407	New	+$7.47M	2.03%	11

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

PFW Advisors's AGG Position: Q1 2026 in Review

PFW Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 69,051 shares — an estimated $6.9M sold.

PFW Advisors first reported a position in AGG in Q3 2019 and held it in 11 quarters. The position peaked at $6.9M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

PFW Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
PFW Advisors sold 69,051 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.9M.
PFW Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 11 quarters.
PFW Advisors's iShares Core US Aggregate Bond ETF position peaked at $6.9M in Q4 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on PFW Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.