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Quartz Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quartz 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 		$5.74M Buy
57,806
+49,956
+636% +$5M 2.22% 7
2025
Q4 		$784K Buy
7,850
+135
+2% +$13.5K 0.29% 67
2025
Q3 		$773K Sell
7,715
-1,963
-20% -$195K 0.28% 74
2025
Q2 		$960K Buy
9,678
+6,851
+242% +$671K 0.44% 52
2025
Q1 		$280K Sell
2,827
-3,189
-53% -$312K 0.17% 116
2024
Q4 		$583K Buy
6,016
+696
+13% +$68.6K 0.35% 77
2024
Q3 		$539K Buy
+5,320
New +$531K 0.34% 87

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

Quartz Partners's AGG Position: Q1 2026 in Review

Quartz Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 636% in Q1 2026, buying an estimated $5M and bringing the position to 57,806 shares worth $5.74M. The position accounts for 2.22% of the portfolio, ranked #7.

Quartz Partners first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Quartz Partners held 57,806 shares of iShares Core US Aggregate Bond ETF worth $5.74M as of Q1 2026.
  • Quartz Partners bought 49,956 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5M.
  • iShares Core US Aggregate Bond ETF made up 2.22% of Quartz Partners's portfolio in Q1 2026, its #7 holding.
  • Quartz Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.