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Sentinel Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sentinel Wealth 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 		$1.64M Buy
16,522
+8
+0% +$800 1.31% 16
2025
Q4 		$1.65M Hold
16,514
– – 1.37% 16
2025
Q3 		$1.66M Buy
16,514
+1,816
+12% +$180K 1.44% 16
2025
Q2 		$1.46M Buy
+14,698
New +$1.44M 1.37% 17

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

Sentinel Wealth Management's AGG Position: Q1 2026 in Review

Sentinel Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.05% in Q1 2026, buying an estimated $800 and bringing the position to 16,522 shares worth $1.64M. The position accounts for 1.31% of the portfolio, ranked #16.

Sentinel Wealth Management first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sentinel Wealth Management held 16,522 shares of iShares Core US Aggregate Bond ETF worth $1.64M as of Q1 2026.
  • Sentinel Wealth Management bought 8 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $800.
  • iShares Core US Aggregate Bond ETF made up 1.31% of Sentinel Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Sentinel Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Sentinel Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.66M in Q3 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sentinel Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.