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

Rede Wealth’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 		$1.02M Sell
10,276
-3,708
-27% -$371K 0.37% 32
2025
Q4 		$1.4M Buy
+13,984
New +$1.4M 0.49% 23
2025
Q3 		– Sell
-14,378
Closed -$1.43M – 110
2025
Q2 		$1.43M Buy
14,378
+1,071
+8% +$105K 0.51% 21
2025
Q1 		$1.32M Sell
13,307
-8
-0.1% -$782 0.46% 21
2024
Q4 		$1.29M Sell
13,315
-652
-5% -$64.2K 0.49% 22
2024
Q3 		$1.41M Sell
13,967
-58
-0.4% -$5.79K 0.54% 20
2024
Q2 		$1.36M Buy
14,025
+329
+2% +$31.8K 1.25% 21
2024
Q1 		$1.34M Buy
13,696
+717
+6% +$70.2K 0.56% 22
2023
Q4 		$1.29M Sell
12,979
-8,575
-40% -$816K 0.61% 21
2023
Q3 		$2.03M Sell
21,554
-1,083
-5% -$104K 1.02% 14
2023
Q2 		$2.22M Sell
22,637
-917
-4% -$90.6K 1.05% 15
2023
Q1 		$2.35M Buy
23,554
+3,770
+19% +$373K 1.22% 13
2022
Q4 		$1.92M Sell
19,784
-6,571
-25% -$636K 1.03% 15
2022
Q3 		$2.54M Buy
26,355
+1,835
+7% +$186K 1.51% 8
2022
Q2 		$2.49M Buy
+24,520
New +$2.52M 1.45% 10

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

Rede Wealth's AGG Position: Q1 2026 in Review

Rede Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q1 2026, selling an estimated $371K and leaving 10,276 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #32.

Rede Wealth first reported a position in AGG in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.54M in Q3 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Rede Wealth held 10,276 shares of iShares Core US Aggregate Bond ETF worth $1.02M as of Q1 2026.
  • Rede Wealth sold 3,708 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $371K.
  • iShares Core US Aggregate Bond ETF made up 0.37% of Rede Wealth's portfolio in Q1 2026, its #32 holding.
  • Rede Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Rede Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.54M in Q3 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.