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Power Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Power Wealth Management’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 		$543K Sell
5,468
-918
-14% -$91.8K 0.2% 65
2025
Q4 		$638K Buy
6,386
+1,793
+39% +$180K 0.22% 66
2025
Q3 		$460K Sell
4,593
-281
-6% -$27.9K 0.17% 69
2025
Q2 		$484K Buy
4,874
+161
+3% +$15.8K 0.19% 66
2025
Q1 		$466K Sell
4,713
-282
-6% -$27.6K 0.19% 63
2024
Q4 		$484K Sell
4,995
-475
-9% -$46.8K 0.2% 67
2024
Q3 		$554K Buy
5,470
+232
+4% +$23.1K 0.24% 63
2024
Q2 		$508K Buy
5,238
+184
+4% +$17.8K 0.24% 69
2024
Q1 		$495K Sell
5,054
-100
-2% -$9.79K 0.31% 66
2023
Q4 		$512K Buy
+5,154
New +$490K 0.36% 56

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

Power Wealth Management's AGG Position: Q1 2026 in Review

Power Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, selling an estimated $91.8K and leaving 5,468 shares worth $543K. The position accounts for 0.2% of the portfolio, ranked #65.

Power Wealth Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $638K in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Power Wealth Management held 5,468 shares of iShares Core US Aggregate Bond ETF worth $543K as of Q1 2026.
  • Power Wealth Management sold 918 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $91.8K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Power Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Power Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Power Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $638K in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.