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RW Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RW Investment 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 		$459K Buy
+4,624
New +$463K 0.04% 71
2025
Q3 		$453K Sell
4,518
-4
-0.1% -$397 0.05% 67
2025
Q2 		$449K Buy
+4,522
New +$443K 0.05% 69

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

RW Investment Management's AGG Position: Q1 2026 in Review

RW Investment Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 4,624 shares worth $459K. The stake represents 0.04% of the portfolio and ranks #71 among its holdings. This is a return to the name: RW Investment Management previously reported a position in AGG as recently as Q3 2025.

RW Investment Management first reported a position in AGG in Q2 2025 and has held it in 3 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • RW Investment Management held 4,624 shares of iShares Core US Aggregate Bond ETF worth $459K as of Q1 2026.
  • iShares Core US Aggregate Bond ETF was a new RW Investment Management position in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #71 holding.
  • RW Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.