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Reflection Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Reflection Asset 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 		$240K Hold
2,433
– – 0.15% 110
2025
Q4 		$243K Buy
+2,433
New +$244K 0.17% 96

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Reflection Asset Management's AGG Position: Q1 2026 in Review

Reflection Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 2,433 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #110.

Reflection Asset Management first reported a position in AGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 2,092 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Reflection Asset Management held 2,433 shares of iShares Core US Aggregate Bond ETF worth $240K as of Q1 2026.
  • Reflection Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Reflection Asset Management's portfolio in Q1 2026, its #110 holding.
  • Reflection Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's iShares Core US Aggregate Bond ETF position peaked at $243K in Q4 2025.
  • 2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.