Sandbox Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sandbox Financial 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	$286K	Buy	2,878 +10	+0.3%	+$1K	0.08%	94
2025 Q4	$286K	Buy	2,868 +21	+0.7%	+$2.11K	0.08%	96
2025 Q3	$285K	Buy	2,847 +15	+0.5%	+$1.49K	0.08%	98
2025 Q2	$281K	Buy	+2,832	New	+$277K	0.09%	95
2022 Q4	–	Sell	-4,161	Closed	-$401K	–	91
2022 Q3	$401K	Sell	4,161 -169	-4%	-$17.1K	0.29%	48
2022 Q2	$440K	Sell	4,330 -729	-14%	-$74.9K	0.31%	45
2022 Q1	$542K	Sell	5,059 -1,302	-20%	-$143K	0.31%	39
2021 Q4	$726K	Sell	6,361 -6,938	-52%	-$794K	0.46%	28
2021 Q3	$1.53M	Buy	13,299 +4,194	+46%	+$486K	1.09%	18
2021 Q2	$1.05M	Sell	9,105 -2,079	-19%	-$238K	0.78%	24
2021 Q1	$1.28M	Sell	11,184 -3,077	-22%	-$356K	1.04%	20
2020 Q4	$1.69M	Buy	+14,261	New	+$1.68M	1.54%	13

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sandbox Financial Partners's AGG Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.35% in Q1 2026, buying an estimated $1K and bringing the position to 2,878 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #94.

Sandbox Financial Partners first reported a position in AGG in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.69M in Q4 2020. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Sandbox Financial Partners held 2,878 shares of iShares Core US Aggregate Bond ETF worth $286K as of Q1 2026.
Sandbox Financial Partners bought 10 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1K.
iShares Core US Aggregate Bond ETF made up 0.08% of Sandbox Financial Partners's portfolio in Q1 2026, its #94 holding.
Sandbox Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Sandbox Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $1.69M in Q4 2020.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.