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Sierra Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sierra Capital’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 		$2.34M Buy
23,529
+4,942
+27% +$494K 0.25% 82
2025
Q4 		$1.86M Sell
18,587
-22
-0.1% -$2.21K 0.2% 91
2025
Q3 		$1.87M Buy
18,609
+515
+3% +$51.1K 0.2% 99
2025
Q2 		$1.79M Buy
18,094
+2,851
+19% +$279K 0.21% 97
2025
Q1 		$1.51M Buy
15,243
+4,344
+40% +$425K 0.18% 98
2024
Q4 		$1.06M Buy
10,899
+74
+0.7% +$7.29K 0.13% 114
2024
Q3 		$1.1M Sell
10,825
-21,533
-67% -$2.15M 0.13% 117
2024
Q2 		$3.14M Sell
32,358
-14,861
-31% -$1.43M 0.42% 60
2024
Q1 		$4.63M Sell
47,219
-374
-0.8% -$36.6K 0.61% 47
2023
Q4 		$4.72M Buy
47,593
+4,698
+11% +$447K 0.69% 43
2023
Q3 		$4.03M Buy
42,895
+1,323
+3% +$127K 0.65% 45
2023
Q2 		$4.07M Buy
41,572
+5,734
+16% +$567K 0.64% 45
2023
Q1 		$3.57M Buy
35,838
+9,666
+37% +$955K 0.58% 48
2022
Q4 		$2.54M Buy
26,172
+24,409
+1,385% +$2.36M 0.43% 53
2022
Q3 		$170K Buy
1,763
+430
+32% +$43.5K 0.03% 189
2022
Q2 		$135K Buy
1,333
+334
+33% +$34.3K 0.02% 240
2022
Q1 		$107K Sell
999
-12,600
-93% -$1.39M 0.02% 277
2021
Q4 		$1.55M Buy
13,599
+504
+4% +$57.7K 0.23% 93
2021
Q3 		$1.5M Buy
13,095
+480
+4% +$55.6K 0.25% 93
2021
Q2 		$1.46M Hold
12,615
– – 0.27% 93
2021
Q1 		$1.44M Buy
+12,615
New +$1.46M 0.27% 87

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

Sierra Capital's AGG Position: Q1 2026 in Review

Sierra Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q1 2026, buying an estimated $494K and bringing the position to 23,529 shares worth $2.34M. The position accounts for 0.25% of the portfolio, ranked #82.

Sierra Capital first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.72M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sierra Capital held 23,529 shares of iShares Core US Aggregate Bond ETF worth $2.34M as of Q1 2026.
  • Sierra Capital bought 4,942 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $494K.
  • iShares Core US Aggregate Bond ETF made up 0.25% of Sierra Capital's portfolio in Q1 2026, its #82 holding.
  • Sierra Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's iShares Core US Aggregate Bond ETF position peaked at $4.72M in Q4 2023.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.