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Pinnacle Wealth Management Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pinnacle Wealth Management Advisory 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 		$1.16M Buy
11,639
+51
+0.4% +$5.1K 0.08% 163
2025
Q4 		$1.16M Sell
11,588
-1,569
-12% -$157K 0.08% 155
2025
Q3 		$1.32M Buy
13,157
+75
+0.6% +$7.44K 0.1% 131
2025
Q2 		$1.3M Sell
13,082
-22
-0.2% -$2.16K 0.11% 127
2025
Q1 		$1.3M Buy
13,104
+3,796
+41% +$371K 0.12% 117
2024
Q4 		$902K Sell
9,308
-125
-1% -$12.3K 0.08% 144
2024
Q3 		$955K Buy
9,433
+188
+2% +$18.8K 0.09% 138
2024
Q2 		$897K Buy
9,245
+349
+4% +$33.7K 0.09% 138
2024
Q1 		$871K Sell
8,896
-1,516
-15% -$148K 0.09% 137
2023
Q4 		$1.03M Buy
10,412
+2,143
+26% +$204K 0.12% 121
2023
Q3 		$778K Buy
8,269
+2,980
+56% +$287K 0.1% 129
2023
Q2 		$518K Buy
+5,289
New +$523K 0.06% 177
2023
Q1 		– Sell
-2,349
Closed -$228K – 321
2022
Q4 		$228K Buy
+2,349
New +$227K 0.03% 266
2017
Q4 		– Sell
-3,595
Closed -$394K – 149
2017
Q3 		$394K Buy
3,595
+95
+3% +$10.4K 0.23% 100
2017
Q2 		$383K Buy
3,500
+15
+0.4% +$1.64K 0.24% 99
2017
Q1 		$378K Hold
3,485
– – 0.26% 89
2016
Q4 		$377K Sell
3,485
-1,345
-28% -$147K 0.27% 84
2016
Q3 		$543K Sell
4,830
-1,055
-18% -$119K 0.41% 71
2016
Q2 		$663K Buy
5,885
+1,030
+21% +$114K 0.53% 61
2016
Q1 		$538K Buy
4,855
+290
+6% +$31.7K 0.48% 64
2015
Q4 		$493K Sell
4,565
-90
-2% -$9.8K 0.45% 64
2015
Q3 		$510K Buy
4,655
+480
+11% +$52.3K 0.49% 62
2015
Q2 		$454K Buy
4,175
+525
+14% +$57.7K 0.42% 66
2015
Q1 		$407K Buy
3,650
+807
+28% +$89.6K 0.37% 72
2014
Q4 		$313K Buy
+2,843
New +$313K 0.29% 80

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

Pinnacle Wealth Management Advisory Group's AGG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.44% in Q1 2026, buying an estimated $5.1K and bringing the position to 11,639 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #163.

Pinnacle Wealth Management Advisory Group first reported a position in AGG in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.32M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 11,639 shares of iShares Core US Aggregate Bond ETF worth $1.16M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 51 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.1K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #163 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 25 quarters since.
  • Pinnacle Wealth Management Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $1.32M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.