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

RKL 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 		$6.4M Sell
64,426
-2,211
-3% -$221K 0.58% 28
2025
Q4 		$6.66M Buy
66,637
+549
+0.8% +$55.1K 0.55% 29
2025
Q3 		$6.63M Buy
66,088
+1,233
+2% +$122K 0.56% 27
2025
Q2 		$6.43M Buy
64,855
+13,709
+27% +$1.34M 0.57% 27
2025
Q1 		$5.06M Buy
51,146
+3,024
+6% +$296K 0.48% 32
2024
Q4 		$4.66M Buy
48,122
+4,978
+12% +$490K 0.42% 39
2024
Q3 		$4.37M Buy
43,144
+2,901
+7% +$289K 0.4% 38
2024
Q2 		$3.91M Sell
40,243
-1,891
-4% -$183K 0.38% 38
2024
Q1 		$4.13M Sell
42,134
-4,105
-9% -$402K 0.41% 37
2023
Q4 		$4.59M Buy
46,239
+368
+0.8% +$35K 0.5% 33
2023
Q3 		$4.31M Buy
45,871
+116
+0.3% +$11.2K 0.53% 33
2023
Q2 		$4.48M Buy
45,755
+2,376
+5% +$235K 0.53% 33
2023
Q1 		$4.32M Buy
43,379
+4,923
+13% +$487K 0.55% 33
2022
Q4 		$3.73M Buy
38,456
+1,032
+3% +$99.8K 0.5% 35
2022
Q3 		$3.6M Buy
37,424
+1,253
+3% +$127K 0.52% 34
2022
Q2 		$3.68M Buy
36,171
+12,186
+51% +$1.25M 0.5% 35
2022
Q1 		$2.57M Buy
23,985
+16,715
+230% +$1.84M 0.31% 49
2021
Q4 		$829K Sell
7,270
-301
-4% -$34.4K 0.1% 83
2021
Q3 		$869K Buy
7,571
+486
+7% +$56.3K 0.11% 81
2021
Q2 		$817K Buy
7,085
+447
+7% +$51.2K 0.1% 83
2021
Q1 		$756K Buy
6,638
+349
+6% +$40.4K 0.1% 84
2020
Q4 		$743K Sell
6,289
-284
-4% -$33.5K 0.1% 84
2020
Q3 		$776K Sell
6,573
-295
-4% -$35K 0.12% 80
2020
Q2 		$812K Sell
6,868
-203
-3% -$23.8K 0.14% 77
2020
Q1 		$816K Buy
7,071
+644
+10% +$73.4K 0.17% 70
2019
Q4 		$722K Sell
6,427
-64
-1% -$7.21K 0.13% 83
2019
Q3 		$736K Sell
6,491
-2,125
-25% -$239K 0.14% 84
2019
Q2 		$959K Buy
8,616
+1,425
+20% +$156K 0.18% 78
2019
Q1 		$784K Buy
7,191
+1,039
+17% +$111K 0.15% 84
2018
Q4 		$658K Buy
6,152
+1,646
+37% +$173K 0.15% 84
2018
Q3 		$474K Sell
4,506
-906
-17% -$96.1K 0.1% 102
2018
Q2 		$575K Sell
5,412
-195
-3% -$20.7K 0.13% 97
2018
Q1 		$604K Sell
5,607
-13,642
-71% -$1.46M 0.14% 96
2017
Q4 		$2.1M Buy
19,249
+2,694
+16% +$295K 0.52% 47
2017
Q3 		$1.81M Buy
16,555
+18
+0.1% +$1.98K 0.51% 48
2017
Q2 		$1.81M Buy
16,537
+14,457
+695% +$1.58M 0.57% 48
2017
Q1 		$225K Sell
2,080
-735
-26% -$79.5K 0.09% 109
2016
Q4 		$304K Buy
+2,815
New +$308K 0.15% 75

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

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

RKL Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q1 2026, selling an estimated $221K and leaving 64,426 shares worth $6.4M. The position accounts for 0.58% of the portfolio, ranked #28.

RKL Wealth Management first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.66M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • RKL Wealth Management held 64,426 shares of iShares Core US Aggregate Bond ETF worth $6.4M as of Q1 2026.
  • RKL Wealth Management sold 2,211 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $221K.
  • iShares Core US Aggregate Bond ETF made up 0.58% of RKL Wealth Management's portfolio in Q1 2026, its #28 holding.
  • RKL Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • RKL Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $6.66M in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.