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

Scarborough 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 		– Hold
0
– – – 751
2024
Q1 		– Sell
-172
Closed -$17.1K – 417
2023
Q4 		$17.1K Buy
+172
New +$16.4K ﹤0.01% 301

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Scarborough Advisors's AGG Position: Q1 2026 in Review

Scarborough Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 0 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Scarborough Advisors first reported a position in AGG in Q4 2023 and has held it in 1 quarter since. The position peaked at $17.1K in Q4 2023. 2,092 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Scarborough Advisors held 0 shares of iShares Core US Aggregate Bond ETF worth $29 as of Q1 2026.
  • Scarborough Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Scarborough Advisors's portfolio in Q1 2026, its #751 holding.
  • Scarborough Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 1 quarter since.
  • Scarborough Advisors's iShares Core US Aggregate Bond ETF position peaked at $17.1K in Q4 2023.
  • 2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.