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

Simplicity 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 		$5.27M Buy
53,109
+18,832
+55% +$1.88M 0.3% 78
2025
Q4 		$3.42M Buy
34,277
+1,672
+5% +$168K 0.2% 114
2025
Q3 		$3.27M Sell
32,605
-9,405
-22% -$933K 0.19% 120
2025
Q2 		$4.17M Sell
42,010
-22,826
-35% -$2.24M 0.17% 131
2025
Q1 		$6.41M Buy
64,836
+61,377
+1,774% +$6M 0.5% 38
2024
Q4 		$335K Sell
3,459
-46,386
-93% -$4.57M 0.07% 213
2024
Q3 		$5.05M Buy
49,845
+41,234
+479% +$4.11M 0.47% 50
2024
Q2 		$836K Buy
8,611
+3,100
+56% +$299K 0.02% 583
2024
Q1 		$540K Buy
5,511
+139
+3% +$13.6K 0.01% 705
2023
Q4 		$533K Buy
5,372
+2,129
+66% +$203K 0.21% 91
2023
Q3 		$305K Buy
+3,243
New +$312K 0.18% 65

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

Simplicity Wealth's AGG Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 55% in Q1 2026, buying an estimated $1.88M and bringing the position to 53,109 shares worth $5.27M. The position accounts for 0.3% of the portfolio, ranked #78.

Simplicity Wealth first reported a position in AGG in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.41M in Q1 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Simplicity Wealth held 53,109 shares of iShares Core US Aggregate Bond ETF worth $5.27M as of Q1 2026.
  • Simplicity Wealth bought 18,832 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.88M.
  • iShares Core US Aggregate Bond ETF made up 0.3% of Simplicity Wealth's portfolio in Q1 2026, its #78 holding.
  • Simplicity Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's iShares Core US Aggregate Bond ETF position peaked at $6.41M in Q1 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.