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

Skyline 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 		$1.57M Sell
15,844
-2,937
-16% -$294K 0.55% 36
2025
Q4 		$1.88M Sell
18,781
-295
-2% -$29.6K 0.63% 23
2025
Q3 		$1.91M Buy
19,076
+232
+1% +$23K 0.66% 22
2025
Q2 		$1.87M Sell
18,844
-1,002
-5% -$98.2K 0.69% 24
2025
Q1 		$1.96M Buy
19,846
+222
+1% +$21.7K 0.77% 20
2024
Q4 		$1.9M Sell
19,624
-146,056
-88% -$14.4M 0.74% 21
2024
Q3 		$16.8M Buy
165,680
+42
+0% +$4.19K 6.91% 5
2024
Q2 		$16.1M Buy
165,638
+6,575
+4% +$635K 6.99% 5
2024
Q1 		$15.6M Buy
159,063
+1,352
+0.9% +$132K 6.97% 5
2023
Q4 		$15.7M Buy
+157,711
New +$15M 7.47% 4

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

Skyline Advisors's AGG Position: Q1 2026 in Review

Skyline Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q1 2026, selling an estimated $294K and leaving 15,844 shares worth $1.57M. The position accounts for 0.55% of the portfolio, ranked #36.

Skyline Advisors first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8M in Q3 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Skyline Advisors held 15,844 shares of iShares Core US Aggregate Bond ETF worth $1.57M as of Q1 2026.
  • Skyline Advisors sold 2,937 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $294K.
  • iShares Core US Aggregate Bond ETF made up 0.55% of Skyline Advisors's portfolio in Q1 2026, its #36 holding.
  • Skyline Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Skyline Advisors's iShares Core US Aggregate Bond ETF position peaked at $16.8M in Q3 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.