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

PrairieView 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 		$14.8M Buy
149,286
+6,104
+4% +$611K 12.15% 2
2025
Q4 		$14.3M Buy
143,182
+3,968
+3% +$398K 12.97% 2
2025
Q3 		$14M Buy
139,214
+4,243
+3% +$421K 13.11% 2
2025
Q2 		$13.4M Buy
134,971
+4,722
+4% +$463K 13.9% 2
2025
Q1 		$12.9M Sell
130,249
-37,931
-23% -$3.71M 15.75% 2
2024
Q4 		$16.3M Buy
168,180
+2,575
+2% +$254K 17.61% 2
2024
Q3 		$16.8M Buy
165,605
+121,485
+275% +$12.1M 18.13% 2
2024
Q2 		$4.28M Sell
44,120
-42,091
-49% -$4.06M 3.65% 9
2024
Q1 		$8.44M Buy
86,211
+4,342
+5% +$425K 7.66% 7
2023
Q4 		$8.13M Buy
+81,869
New +$7.79M 8.12% 7

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

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

PrairieView Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q1 2026, buying an estimated $611K and bringing the position to 149,286 shares worth $14.8M. The position accounts for 12.15% of the portfolio, ranked #2.

PrairieView Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • PrairieView Wealth Partners held 149,286 shares of iShares Core US Aggregate Bond ETF worth $14.8M as of Q1 2026.
  • PrairieView Wealth Partners bought 6,104 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $611K.
  • iShares Core US Aggregate Bond ETF made up 12.15% of PrairieView Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • PrairieView Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • PrairieView Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $16.8M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on PrairieView Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.