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Primoris Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Primoris Wealth Advisors’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
-2,070
Closed -$207K – 97
2025
Q4 		$207K Hold
2,070
– – 0.12% 104
2025
Q3 		$208K Buy
2,070
+1
+0% +$99 0.13% 99
2025
Q2 		$205K Sell
2,069
-2,771
-57% -$272K 0.14% 93
2025
Q1 		$479K Buy
+4,840
New +$473K 0.37% 61

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

Primoris Wealth Advisors's AGG Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,070 shares — an estimated $207K sold.

Primoris Wealth Advisors first reported a position in AGG in Q1 2025 and held it in 4 quarters. The position peaked at $479K in Q1 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 2,070 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $207K.
  • Primoris Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Primoris Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $479K in Q1 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.