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Simon Quick Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Simon Quick Advisors’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 		$744K Sell
7,497
-61
-0.8% -$6.1K 0.03% 204
2025
Q4 		$755K Sell
7,558
-4,740
-39% -$476K 0.03% 211
2025
Q3 		$1.23M Buy
12,298
+70
+0.6% +$6.95K 0.06% 176
2025
Q2 		$1.21M Buy
12,228
+372
+3% +$36.5K 0.06% 167
2025
Q1 		$1.17M Sell
11,856
-4,417
-27% -$432K 0.07% 152
2024
Q4 		$1.58M Sell
16,273
-1,282
-7% -$126K 0.09% 93
2024
Q3 		$1.78M Sell
17,555
-19,058
-52% -$1.9M 0.11% 85
2024
Q2 		$3.55M Sell
36,613
-3,347
-8% -$323K 0.25% 47
2024
Q1 		$3.91M Sell
39,960
-24,333
-38% -$2.38M 0.29% 46
2023
Q4 		$6.38M Sell
64,293
-2,336
-4% -$222K 0.56% 29
2023
Q3 		$6.27M Sell
66,629
-5,796
-8% -$558K 0.59% 28
2023
Q2 		$7.09M Sell
72,425
-821
-1% -$81.2K 0.66% 27
2023
Q1 		$7.3M Sell
73,246
-1,949
-3% -$193K 0.79% 25
2022
Q4 		$7.29M Sell
75,195
-2,478
-3% -$240K 0.87% 23
2022
Q3 		$7.48M Sell
77,673
-1,117
-1% -$113K 1.06% 20
2022
Q2 		$8.09M Buy
78,790
+78,553
+33,145% +$8.07M 1.06% 19
2022
Q1 		$25K Sell
237
-2
-0.8% -$220 0.01% 264
2021
Q4 		$27K Sell
239
-45
-16% -$5.15K 0.01% 265
2021
Q3 		$32K Buy
284
+47
+20% +$5.45K 0.01% 290
2021
Q2 		$27K Hold
237
– – 0.01% 313
2021
Q1 		$27K Sell
237
-688
-74% -$79.7K 0.01% 328
2020
Q4 		$109K Sell
925
-3,253
-78% -$383K 0.03% 136
2020
Q3 		$493K Buy
4,178
+3,979
+1,999% +$472K 0.14% 47
2020
Q2 		$24K Buy
199
+1
+0.5% +$117 0.01% 278
2020
Q1 		$23K Sell
198
-2,009
-91% -$229K 0.01% 270
2019
Q4 		$248K Sell
2,207
-52
-2% -$5.86K 0.09% 81
2019
Q3 		$256K Buy
2,259
+570
+34% +$64.1K 0.11% 60
2019
Q2 		$188K Buy
1,689
+271
+19% +$29.6K 0.1% 64
2019
Q1 		$155K Buy
+1,418
New +$152K 0.06% 84
2018
Q4 		– Sell
-221
Closed -$23K – 324
2018
Q3 		$23K Buy
+221
New +$23.4K 0.01% 222

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

Simon Quick Advisors's AGG Position: Q1 2026 in Review

Simon Quick Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.81% in Q1 2026, selling an estimated $6.1K and leaving 7,497 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #204.

Simon Quick Advisors first reported a position in AGG in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.09M in Q2 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Simon Quick Advisors held 7,497 shares of iShares Core US Aggregate Bond ETF worth $744K as of Q1 2026.
  • Simon Quick Advisors sold 61 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.1K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Simon Quick Advisors's portfolio in Q1 2026, its #204 holding.
  • Simon Quick Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Simon Quick Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.09M in Q2 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.