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POM Investment Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

POM Investment Strategies’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
-28
Closed -$2.8K – 437
2025
Q4 		$2.8K Sell
28
-3,203
-99% -$321K ﹤0.01% 258
2025
Q3 		$324K Buy
+3,231
New +$321K 0.18% 27
2025
Q1 		– Sell
-462
Closed -$44.8K – 217
2024
Q4 		$44.8K Buy
+462
New +$45.5K 0.03% 83
2024
Q3 		– Sell
-238
Closed -$23.1K – 314
2024
Q2 		$23.1K Buy
+238
New +$23K 0.02% 116

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 $424B AUM 22.94% 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

POM Investment Strategies's AGG Position: Q1 2026 in Review

POM Investment Strategies sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 28 shares — an estimated $2.8K sold.

POM Investment Strategies first reported a position in AGG in Q2 2024 and held it in 4 quarters. The position peaked at $324K in Q3 2025. 2,073 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • POM Investment Strategies reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • POM Investment Strategies sold 28 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.8K.
  • POM Investment Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
  • POM Investment Strategies's iShares Core US Aggregate Bond ETF position peaked at $324K in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.