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

Rialto Wealth 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 		$106K Sell
1,071
-2,610
-71% -$261K 0.02% 208
2025
Q4 		$368K Sell
3,681
-2,567
-41% -$258K 0.09% 114
2025
Q3 		$626K Sell
6,248
-15,730
-72% -$1.56M 0.16% 85
2025
Q2 		$2.18M Buy
21,978
+562
+3% +$55.1K 0.61% 44
2025
Q1 		$2.12M Buy
21,416
+3,197
+18% +$313K 0.67% 40
2024
Q4 		$1.77M Buy
+18,219
New +$1.79M 0.58% 45

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

Rialto Wealth Management's AGG Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 71% in Q1 2026, selling an estimated $261K and leaving 1,071 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #208.

Rialto Wealth Management first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q2 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Rialto Wealth Management held 1,071 shares of iShares Core US Aggregate Bond ETF worth $106K as of Q1 2026.
  • Rialto Wealth Management sold 2,610 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $261K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Rialto Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.18M in Q2 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.