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

Signal Advisors Wealth’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 		$5.23M Buy
52,715
+13,232
+34% +$1.32M 0.36% 65
2025
Q4 		$3.94M Sell
39,483
-5,032
-11% -$505K 0.31% 74
2025
Q3 		$4.46M Sell
44,515
-147,968
-77% -$14.7M 0.4% 62
2025
Q2 		$19.1M Sell
192,483
-49,361
-20% -$4.84M 1.49% 12
2025
Q1 		$23.9M Buy
241,844
+79,607
+49% +$7.78M 2.34% 6
2024
Q4 		$15.7M Buy
162,237
+70,914
+78% +$6.98M 1.78% 8
2024
Q3 		$9.25M Buy
+91,323
New +$9.11M 1.32% 11
2024
Q2 		– Sell
-41,204
Closed -$4.04M – 81
2024
Q1 		$4.04M Buy
41,204
+214
+0.5% +$20.9K 1% 26
2023
Q4 		$4.05M Buy
+40,990
New +$3.9M 1.41% 15

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

Signal Advisors Wealth's AGG Position: Q1 2026 in Review

Signal Advisors Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 34% in Q1 2026, buying an estimated $1.32M and bringing the position to 52,715 shares worth $5.23M. The position accounts for 0.36% of the portfolio, ranked #65.

Signal Advisors Wealth first reported a position in AGG in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.9M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Signal Advisors Wealth held 52,715 shares of iShares Core US Aggregate Bond ETF worth $5.23M as of Q1 2026.
  • Signal Advisors Wealth bought 13,232 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.32M.
  • iShares Core US Aggregate Bond ETF made up 0.36% of Signal Advisors Wealth's portfolio in Q1 2026, its #65 holding.
  • Signal Advisors Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Signal Advisors Wealth's iShares Core US Aggregate Bond ETF position peaked at $23.9M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.