SWP
AGG icon

Sagespring Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sagespring Wealth Partners’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 		$92.3M Sell
929,676
-23,553,743
-96% -$2.36B 1.68% 15
2025
Q4 		$100M Buy
24,483,419
+58,325
+0.2% +$5.85M 1.82% 17
2025
Q3 		$94.7M Sell
24,425,094
-112,965
-0.5% -$11.2M 1.85% 13
2025
Q2 		$105M Buy
24,538,059
+1,052
+0% +$103K 2.26% 12
2025
Q1 		$105M Sell
24,537,007
-985,508
-4% -$96.3M 2.64% 11
2024
Q4 		$118M Buy
+25,522,515
New +$2.51B 3.11% 10

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

Sagespring Wealth Partners's AGG Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 96% in Q1 2026, selling an estimated $2.36B and leaving 929,676 shares worth $92.3M. The position accounts for 1.68% of the portfolio, ranked #15.

Sagespring Wealth Partners first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $118M in Q4 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sagespring Wealth Partners held 929,676 shares of iShares Core US Aggregate Bond ETF worth $92.3M as of Q1 2026.
  • Sagespring Wealth Partners sold 23,553,743 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.36B.
  • iShares Core US Aggregate Bond ETF made up 1.68% of Sagespring Wealth Partners's portfolio in Q1 2026, its #15 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $118M in Q4 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.