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

SignatureFD’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 		$649K Sell
6,537
-189
-3% -$18.9K 0.01% 518
2025
Q4 		$672K Buy
6,726
+3,944
+142% +$396K 0.01% 492
2025
Q3 		$279K Sell
2,782
-107
-4% -$10.6K ﹤0.01% 801
2025
Q2 		$287K Sell
2,889
-7,211
-71% -$707K ﹤0.01% 758
2025
Q1 		$999K Sell
10,100
-1,637
-14% -$160K 0.02% 347
2024
Q4 		$1.14M Sell
11,737
-832
-7% -$81.9K 0.02% 301
2024
Q3 		$1.27M Buy
12,569
+2,419
+24% +$241K 0.02% 268
2024
Q2 		$985K Sell
10,150
-846
-8% -$81.7K 0.02% 307
2024
Q1 		$1.08M Sell
10,996
-1,978
-15% -$194K 0.02% 287
2023
Q4 		$1.29M Sell
12,974
-1,236
-9% -$118K 0.03% 230
2023
Q3 		$1.34M Sell
14,210
-5,591
-28% -$538K 0.03% 204
2023
Q2 		$1.94M Buy
19,801
+216
+1% +$21.4K 0.05% 135
2023
Q1 		$1.95M Sell
19,585
-2,245
-10% -$222K 0.05% 125
2022
Q4 		$2.12M Sell
21,830
-1,564
-7% -$151K 0.06% 110
2022
Q3 		$2.25M Buy
23,394
+10,935
+88% +$1.11M 0.08% 78
2022
Q2 		$1.27M Buy
12,459
+3,780
+44% +$388K 0.04% 152
2022
Q1 		$929K Sell
8,679
-2,543
-23% -$280K 0.03% 230
2021
Q4 		$1.28M Sell
11,222
-435
-4% -$49.8K 0.04% 168
2021
Q3 		$1.34M Sell
11,657
-1,858
-14% -$215K 0.05% 145
2021
Q2 		$1.56M Sell
13,515
-1,633
-11% -$187K 0.06% 118
2021
Q1 		$1.72M Buy
15,148
+4,936
+48% +$572K 0.08% 98
2020
Q4 		$1.21M Sell
10,212
-2,223
-18% -$262K 0.06% 115
2020
Q3 		$1.47M Buy
12,435
+4,657
+60% +$552K 0.08% 91
2020
Q2 		$919K Buy
7,778
+2,075
+36% +$243K 0.06% 124
2020
Q1 		$658K Buy
5,703
+1,929
+51% +$220K 0.06% 148
2019
Q4 		$424K Buy
3,774
+1,754
+87% +$198K 0.03% 272
2019
Q3 		$229K Sell
2,020
-1,391
-41% -$156K 0.02% 373
2019
Q2 		$380K Sell
3,411
-1,691
-33% -$185K 0.03% 226
2019
Q1 		$556K Buy
5,102
+3,056
+149% +$328K 0.05% 163
2018
Q4 		$218K Buy
2,046
+589
+40% +$61.8K 0.02% 340
2018
Q3 		$154K Buy
1,457
+8
+0.6% +$849 0.02% 494
2018
Q2 		$154K Buy
1,449
+17
+1% +$1.8K 0.02% 466
2018
Q1 		$154K Buy
+1,432
New +$154K 0.02% 393
2016
Q4 		– Sell
-1,689
Closed -$190K – 258
2016
Q3 		$190K Buy
1,689
+20
+1% +$2.25K 0.03% 227
2016
Q2 		$188K Sell
1,669
-50
-3% -$5.55K 0.03% 187
2016
Q1 		$191K Hold
1,719
– – 0.03% 172
2015
Q4 		$186K Buy
1,719
+310
+22% +$33.7K 0.04% 145
2015
Q3 		$154K Sell
1,409
-21,784
-94% -$2.38M 0.04% 160
2015
Q2 		$2.52M Buy
23,193
+3,843
+20% +$423K 0.55% 20
2015
Q1 		$2.16M Buy
19,350
+2,153
+13% +$239K 0.52% 23
2014
Q4 		$1.89M Buy
17,197
+8,086
+89% +$890K 0.47% 22
2014
Q3 		$994K Buy
9,111
+1,708
+23% +$187K 0.32% 28
2014
Q2 		$810K Buy
7,403
+1,387
+23% +$151K 0.28% 32
2014
Q1 		$649K Buy
6,016
+5,036
+514% +$542K 0.26% 26
2013
Q4 		$104K Hold
980
– – 0.04% 130
2013
Q3 		$105K Hold
980
– – 0.04% 122
2013
Q2 		$105K Buy
+980
New +$108K 0.05% 118

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

SignatureFD's AGG Position: Q1 2026 in Review

SignatureFD reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.8% in Q1 2026, selling an estimated $18.9K and leaving 6,537 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #518.

SignatureFD first reported a position in AGG in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.52M in Q2 2015. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • SignatureFD held 6,537 shares of iShares Core US Aggregate Bond ETF worth $649K as of Q1 2026.
  • SignatureFD sold 189 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #518 holding.
  • SignatureFD first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 47 quarters since.
  • SignatureFD's iShares Core US Aggregate Bond ETF position peaked at $2.52M in Q2 2015.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.