Retireful LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Retireful LLC’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	–	Sell	-3,471	Closed	-$348K	–	86
2025 Q4	$348K	Sell	3,471 -10,811	-76%	-$1.08M	0.44%	76
2025 Q3	$1.43M	Buy	+14,282	New	+$1.42M	1.38%	18
2025 Q2	–	Sell	-17,533	Closed	-$1.73M	–	145
2025 Q1	$1.73M	Buy	+17,533	New	+$1.71M	1.64%	13
2024 Q3	–	Sell	-22,034	Closed	-$2.14M	–	67
2024 Q2	$2.14M	Buy	+22,034	New	+$2.13M	1.01%	30
2023 Q3	–	Sell	-25,368	Closed	-$2.48M	–	75
2023 Q2	$2.48M	Buy	25,368 +9,090	+56%	+$899K	0.94%	18
2023 Q1	$1.62M	Buy	+16,278	New	+$1.61M	0.52%	13

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Retireful LLC's AGG Position: Q1 2026 in Review

Retireful LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 3,471 shares — an estimated $348K sold.

Retireful LLC first reported a position in AGG in Q1 2023 and held it in 6 quarters. The position peaked at $2.48M in Q2 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Retireful LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Retireful LLC sold 3,471 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $348K.
Retireful LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
Retireful LLC's iShares Core US Aggregate Bond ETF position peaked at $2.48M in Q2 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.