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

REDW 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 		$6.89M Sell
69,449
-2,134
-3% -$214K 2.75% 10
2025
Q4 		$7.15M Sell
71,583
-6,831
-9% -$685K 2.73% 10
2025
Q3 		$7.86M Sell
78,414
-47
-0.1% -$4.66K 2.97% 9
2025
Q2 		$7.78M Sell
78,461
-4,894
-6% -$480K 3.1% 9
2025
Q1 		$8.25M Buy
83,355
+10,906
+15% +$1.07M 3.07% 9
2024
Q4 		$7.02M Buy
72,449
+57,505
+385% +$5.66M 2.44% 11
2024
Q3 		$1.51M Hold
14,944
– – 0.39% 41
2024
Q2 		$1.45M Sell
14,944
-4,299
-22% -$415K 0.38% 40
2024
Q1 		$1.88M Sell
19,243
-72
-0.4% -$7.05K 0.51% 34
2023
Q4 		$1.92M Buy
19,315
+1,682
+10% +$160K 0.55% 33
2023
Q3 		$1.66M Buy
17,633
+135
+0.8% +$13K 0.51% 33
2023
Q2 		$1.71M Sell
17,498
-1,359
-7% -$134K 0.51% 33
2023
Q1 		$1.88M Buy
18,857
+1,282
+7% +$127K 0.6% 32
2022
Q4 		$1.7M Buy
17,575
+4,693
+36% +$454K 0.59% 29
2022
Q3 		$1.24M Sell
12,882
-124
-1% -$12.5K 0.48% 32
2022
Q2 		$1.32M Buy
+13,006
New +$1.34M 0.49% 29
2018
Q3 		– Sell
-1,924
Closed -$205K – 85
2018
Q2 		$205K Hold
1,924
– – 0.15% 78
2018
Q1 		$206K Sell
1,924
-57
-3% -$6.12K 0.15% 75
2017
Q4 		$217K Sell
1,981
-52
-3% -$5.68K 0.17% 76
2017
Q3 		$223K Sell
2,033
-184
-8% -$20.2K 0.18% 69
2017
Q2 		$243K Sell
2,217
-410
-16% -$44.8K 0.24% 63
2017
Q1 		$285K Buy
2,627
+342
+15% +$37K 0.29% 50
2016
Q4 		$247K Buy
+2,285
New +$250K 0.28% 57

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

REDW Wealth's AGG Position: Q1 2026 in Review

REDW Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q1 2026, selling an estimated $214K and leaving 69,449 shares worth $6.89M. The position accounts for 2.75% of the portfolio, ranked #10.

REDW Wealth first reported a position in AGG in Q4 2016 and has held it in 23 quarters since. The position peaked at $8.25M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • REDW Wealth held 69,449 shares of iShares Core US Aggregate Bond ETF worth $6.89M as of Q1 2026.
  • REDW Wealth sold 2,134 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $214K.
  • iShares Core US Aggregate Bond ETF made up 2.75% of REDW Wealth's portfolio in Q1 2026, its #10 holding.
  • REDW Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • REDW Wealth's iShares Core US Aggregate Bond ETF position peaked at $8.25M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.