RF
AGG icon

RHS Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RHS Financial’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
-2,066
Closed -$206K – 147
2025
Q4 		$206K Sell
2,066
-1,697
-45% -$170K 0.1% 139
2025
Q3 		$377K Buy
3,763
+1,145
+44% +$114K 0.2% 86
2025
Q2 		$260K Sell
2,618
-2,440
-48% -$239K 0.15% 113
2025
Q1 		$500K Sell
5,058
-3,625
-42% -$354K 0.28% 69
2024
Q4 		$841K Sell
8,683
-15
-0.2% -$1.48K 0.44% 61
2024
Q3 		$881K Buy
8,698
+46
+0.5% +$4.59K 0.44% 60
2024
Q2 		$840K Sell
8,652
-1,247
-13% -$120K 0.51% 52
2024
Q1 		$970K Sell
9,899
-4,228
-30% -$414K 0.56% 44
2023
Q4 		$1.4M Buy
14,127
+4,449
+46% +$423K 0.89% 27
2023
Q3 		$910K Buy
9,678
+2,273
+31% +$219K 0.64% 43
2023
Q2 		$725K Buy
7,405
+886
+14% +$87.6K 0.53% 47
2023
Q1 		$650K Buy
6,519
+190
+3% +$18.8K 0.49% 54
2022
Q4 		$614K Buy
6,329
+4,128
+188% +$399K 0.49% 53
2022
Q3 		$212K Buy
+2,201
New +$223K 0.19% 79

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

RHS Financial's AGG Position: Q1 2026 in Review

RHS Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,066 shares — an estimated $206K sold.

RHS Financial first reported a position in AGG in Q3 2022 and held it in 14 quarters. The position peaked at $1.4M in Q4 2023. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • RHS Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • RHS Financial sold 2,066 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $206K.
  • RHS Financial first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 14 quarters.
  • RHS Financial's iShares Core US Aggregate Bond ETF position peaked at $1.4M in Q4 2023.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.