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Prairiewood Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prairiewood Capital’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 		$814K Buy
8,203
+467
+6% +$46.7K 0.24% 33
2025
Q4 		$773K Buy
7,736
+1,506
+24% +$151K 0.24% 39
2025
Q3 		$625K Buy
6,230
+585
+10% +$58K 0.21% 41
2025
Q2 		$560K Sell
5,645
-1,272
-18% -$125K 0.21% 42
2025
Q1 		$684K Buy
6,917
+13
+0.2% +$1.27K 0.28% 39
2024
Q4 		$669K Buy
6,904
+991
+17% +$97.6K 0.29% 42
2024
Q3 		$599K Sell
5,913
-79
-1% -$7.88K 0.25% 49
2024
Q2 		$582K Buy
5,992
+330
+6% +$31.9K 0.28% 48
2024
Q1 		$555K Buy
5,662
+452
+9% +$44.2K 0.26% 53
2023
Q4 		$517K Buy
5,210
+690
+15% +$65.7K 0.27% 54
2023
Q3 		$425K Buy
4,520
+976
+28% +$94K 0.28% 59
2023
Q2 		$347K Buy
3,544
+9
+0.3% +$890 0.23% 63
2023
Q1 		$352K Sell
3,535
-33
-0.9% -$3.26K 0.24% 60
2022
Q4 		$346K Buy
+3,568
New +$345K 0.25% 64

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

Prairiewood Capital's AGG Position: Q1 2026 in Review

Prairiewood Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6% in Q1 2026, buying an estimated $46.7K and bringing the position to 8,203 shares worth $814K. The position accounts for 0.24% of the portfolio, ranked #33.

Prairiewood Capital first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Prairiewood Capital held 8,203 shares of iShares Core US Aggregate Bond ETF worth $814K as of Q1 2026.
  • Prairiewood Capital bought 467 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $46.7K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Prairiewood Capital's portfolio in Q1 2026, its #33 holding.
  • Prairiewood Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Prairiewood Capital's 13F filing for Q1 2026, filed 16 Apr 2026.