Prosperity Consulting Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prosperity Consulting Group’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	$37.2M	Sell	374,806 -6,165	-2%	-$617K	1.66%	12
2025 Q4	$38.1M	Sell	380,971 -8,362	-2%	-$839K	1.71%	11
2025 Q3	$39M	Buy	389,333 +10,899	+3%	+$1.08M	1.92%	9
2025 Q2	$37.5M	Sell	378,434 -19,333	-5%	-$1.89M	2.74%	4
2025 Q1	$39.3M	Sell	397,767 -47,855	-11%	-$4.68M	3.04%	4
2024 Q4	$43.2M	Sell	445,622 -31,271	-7%	-$3.08M	3.25%	3
2024 Q3	$48.3M	Buy	476,893 +15,850	+3%	+$1.58M	3.77%	3
2024 Q2	$44.8M	Sell	461,043 -116,957	-20%	-$11.3M	6.07%	2
2024 Q1	$56.6M	Buy	578,000 +527,100	+1,036%	+$51.6M	7.1%	1
2023 Q4	$5.05M	Buy	50,900 +26,613	+110%	+$2.53M	1.69%	13
2023 Q3	$2.28M	Buy	+24,287	New	+$2.34M	1.05%	27

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Prosperity Consulting Group's AGG Position: Q1 2026 in Review

Prosperity Consulting Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q1 2026, selling an estimated $617K and leaving 374,806 shares worth $37.2M. The position accounts for 1.66% of the portfolio, ranked #12.

Prosperity Consulting Group first reported a position in AGG in Q3 2023 and has held it in 11 quarters since. The position peaked at $56.6M in Q1 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Prosperity Consulting Group held 374,806 shares of iShares Core US Aggregate Bond ETF worth $37.2M as of Q1 2026.
Prosperity Consulting Group sold 6,165 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $617K.
iShares Core US Aggregate Bond ETF made up 1.66% of Prosperity Consulting Group's portfolio in Q1 2026, its #12 holding.
Prosperity Consulting Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's iShares Core US Aggregate Bond ETF position peaked at $56.6M in Q1 2024.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.