SMA
AGG icon

Sage Mountain Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sage Mountain Advisors’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 		$1.22M Buy
12,325
+648
+6% +$64.8K 0.09% 86
2025
Q4 		$1.17M Buy
11,677
+435
+4% +$43.6K 0.06% 146
2025
Q3 		$1.13M Sell
11,242
-2,156
-16% -$214K 0.06% 150
2025
Q2 		$1.33M Sell
13,398
-1,256
-9% -$123K 0.09% 110
2025
Q1 		$1.45M Buy
14,654
+1,341
+10% +$131K 0.11% 86
2024
Q4 		$1.29M Buy
13,313
+3,760
+39% +$370K 0.09% 95
2024
Q3 		$967K Buy
9,553
+3,010
+46% +$300K 0.08% 112
2024
Q2 		$635K Buy
6,543
+685
+12% +$66.1K 0.06% 141
2024
Q1 		$574K Buy
5,858
+4,660
+389% +$456K 0.06% 141
2023
Q4 		$119K Buy
+1,198
New +$114K 0.01% 285
2021
Q1 		– Sell
-1,458
Closed -$172K – 462
2020
Q4 		$172K Buy
+1,458
New +$172K 0.06% 188

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

Sage Mountain Advisors's AGG Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q1 2026, buying an estimated $64.8K and bringing the position to 12,325 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #86.

Sage Mountain Advisors first reported a position in AGG in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sage Mountain Advisors held 12,325 shares of iShares Core US Aggregate Bond ETF worth $1.22M as of Q1 2026.
  • Sage Mountain Advisors bought 648 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $64.8K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Sage Mountain Advisors's portfolio in Q1 2026, its #86 holding.
  • Sage Mountain Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 11 quarters since.
  • Sage Mountain Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.45M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.