Prudent Man Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prudent Man 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	$228K	Sell	2,298 -6,390	-74%	-$639K	0.07%	128
2025 Q4	$868K	Buy	8,688 +6,390	+278%	+$641K	0.32%	69
2025 Q3	$230K	Hold	2,298	–	–	0.08%	129
2025 Q2	$228K	Hold	2,298	–	–	0.07%	155
2025 Q1	$227K	Hold	2,298	–	–	0.08%	151
2024 Q4	$223K	Sell	2,298 -1,062	-32%	-$105K	0.08%	150
2024 Q3	$340K	Hold	3,360	–	–	0.11%	132
2024 Q2	$326K	Hold	3,360	–	–	0.12%	131
2024 Q1	$329K	Sell	3,360 -463	-12%	-$45.3K	0.12%	130
2023 Q4	$379K	Sell	3,823 -70	-2%	-$6.66K	0.14%	134
2023 Q3	$366K	Hold	3,893	–	–	0.15%	129
2023 Q2	$381K	Hold	3,893	–	–	0.14%	127
2023 Q1	$388K	Sell	3,893 -6,152	-61%	-$608K	0.15%	126
2022 Q4	$974K	Buy	10,045 +5,961	+146%	+$577K	0.39%	57
2022 Q3	$393K	Hold	4,084	–	–	0.19%	112
2022 Q2	$415K	Hold	4,084	–	–	0.19%	105
2022 Q1	$438K	Hold	4,084	–	–	0.18%	103
2021 Q4	$466K	Hold	4,084	–	–	0.18%	106
2021 Q3	$469K	Hold	4,084	–	–	0.18%	107
2021 Q2	$471K	Buy	+4,084	New	+$468K	0.18%	109

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

Prudent Man Advisors's AGG Position: Q1 2026 in Review

Prudent Man Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 74% in Q1 2026, selling an estimated $639K and leaving 2,298 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #128.

Prudent Man Advisors first reported a position in AGG in Q2 2021 and has held it in 20 quarters since. The position peaked at $974K in Q4 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Prudent Man Advisors held 2,298 shares of iShares Core US Aggregate Bond ETF worth $228K as of Q1 2026.
Prudent Man Advisors sold 6,390 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $639K.
iShares Core US Aggregate Bond ETF made up 0.07% of Prudent Man Advisors's portfolio in Q1 2026, its #128 holding.
Prudent Man Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 20 quarters since.
Prudent Man Advisors's iShares Core US Aggregate Bond ETF position peaked at $974K in Q4 2022.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.