Sharp Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Sharp Financial Services's AGG Position: Q1 2026 in Review
Sharp Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, buying an estimated $311K and bringing the position to 146,544 shares worth $14.5M. The position accounts for 7.18% of the portfolio, ranked #4.
Sharp Financial Services first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Sharp Financial Services held 146,544 shares of iShares Core US Aggregate Bond ETF worth $14.5M as of Q1 2026.
- Sharp Financial Services bought 3,105 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $311K.
- iShares Core US Aggregate Bond ETF made up 7.18% of Sharp Financial Services's portfolio in Q1 2026, its #4 holding.
- Sharp Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.