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RBA Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RBA Wealth Management’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 		$1.8M Buy
18,130
+71
+0.4% +$7.1K 0.65% 46
2025
Q4 		$1.8M Buy
18,059
+360
+2% +$36.1K 0.61% 48
2025
Q3 		$1.77M Buy
17,699
+1,608
+10% +$160K 0.61% 48
2025
Q2 		$1.6M Sell
16,091
-368
-2% -$36.1K 0.59% 49
2025
Q1 		$1.63M Sell
16,459
-258
-2% -$25.2K 0.64% 47
2024
Q4 		$1.62M Buy
16,717
+1,994
+14% +$196K 0.62% 47
2024
Q3 		$1.49M Buy
14,723
+715
+5% +$71.3K 0.57% 47
2024
Q2 		$1.36M Buy
14,008
+143
+1% +$13.8K 0.54% 50
2024
Q1 		$1.36M Buy
13,865
+742
+6% +$72.6K 0.55% 48
2023
Q4 		$1.3M Sell
13,123
-521
-4% -$49.6K 0.57% 49
2023
Q3 		$1.28M Buy
13,644
+639
+5% +$61.5K 0.62% 49
2023
Q2 		$1.27M Buy
13,005
+589
+5% +$58.2K 0.59% 49
2023
Q1 		$1.24M Sell
12,416
-14
-0.1% -$1.38K 0.62% 49
2022
Q4 		$1.21M Buy
12,430
+514
+4% +$49.7K 0.63% 49
2022
Q3 		$1.15M Sell
11,916
-421
-3% -$42.6K 0.66% 49
2022
Q2 		$1.25M Buy
12,337
+174
+1% +$17.9K 0.7% 48
2022
Q1 		$1.3M Sell
12,163
-185
-1% -$20.4K 0.63% 51
2021
Q4 		$1.41M Buy
+12,348
New +$1.41M 0.67% 50
2021
Q1 		– Sell
-9,389
Closed -$1.11M – 240
2020
Q4 		$1.11M Buy
9,389
+231
+3% +$27.2K 0.67% 55
2020
Q3 		$1.08M Buy
9,158
+696
+8% +$82.6K 0.73% 54
2020
Q2 		$1M Buy
8,462
+70
+0.8% +$8.2K 0.73% 54
2020
Q1 		$968K Buy
+8,392
New +$956K 0.84% 44

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

RBA Wealth Management's AGG Position: Q1 2026 in Review

RBA Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.39% in Q1 2026, buying an estimated $7.1K and bringing the position to 18,130 shares worth $1.8M. The position accounts for 0.65% of the portfolio, ranked #46.

RBA Wealth Management first reported a position in AGG in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • RBA Wealth Management held 18,130 shares of iShares Core US Aggregate Bond ETF worth $1.8M as of Q1 2026.
  • RBA Wealth Management bought 71 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.1K.
  • iShares Core US Aggregate Bond ETF made up 0.65% of RBA Wealth Management's portfolio in Q1 2026, its #46 holding.
  • RBA Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • RBA Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.8M in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.