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

Premier Path 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 		$7.74M Buy
77,950
+51,244
+192% +$5.13M 1.01% 23
2025
Q4 		$2.67M Buy
26,706
+15,581
+140% +$1.56M 0.34% 63
2025
Q3 		$1.12M Buy
11,125
+806
+8% +$80K 0.14% 168
2025
Q2 		$1.02M Buy
10,319
+4,312
+72% +$423K 0.14% 168
2025
Q1 		$594K Buy
6,007
+215
+4% +$21K 0.09% 214
2024
Q4 		$561K Buy
5,792
+433
+8% +$42.6K 0.09% 219
2024
Q3 		$543K Buy
5,359
+369
+7% +$36.8K 0.09% 225
2024
Q2 		$484K Buy
4,990
+2,023
+68% +$195K 0.08% 229
2024
Q1 		$322K Buy
+2,967
New +$290K 0.06% 263

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

Premier Path Wealth Partners's AGG Position: Q1 2026 in Review

Premier Path Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 192% in Q1 2026, buying an estimated $5.13M and bringing the position to 77,950 shares worth $7.74M. The position accounts for 1.01% of the portfolio, ranked #23.

Premier Path Wealth Partners first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Premier Path Wealth Partners held 77,950 shares of iShares Core US Aggregate Bond ETF worth $7.74M as of Q1 2026.
  • Premier Path Wealth Partners bought 51,244 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.13M.
  • iShares Core US Aggregate Bond ETF made up 1.01% of Premier Path Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.