Smartleaf Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Smartleaf Asset Management’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	$54.6M	Buy	551,062 +111,475	+25%	+$11.2M	1.97%	9
2025 Q4	$44M	Buy	439,587 +356,852	+431%	+$35.8M	1.67%	9
2025 Q3	$8.3M	Buy	82,735 +12,815	+18%	+$1.27M	0.51%	37
2025 Q2	$6.91M	Buy	69,920 +1,930	+3%	+$189K	0.61%	32
2025 Q1	$6.71M	Buy	67,990 +24,687	+57%	+$2.41M	0.65%	28
2024 Q4	$4.2M	Buy	43,303 +887	+2%	+$87.4K	0.43%	40
2024 Q3	$4.31M	Sell	42,416 -10,020	-19%	-$1,000K	0.52%	34
2024 Q2	$5.12M	Buy	52,436 +10,978	+26%	+$1.06M	0.84%	19
2024 Q1	$4.07M	Buy	41,458 +32,263	+351%	+$3.16M	0.79%	24
2023 Q4	$922K	Buy	+9,195	New	+$875K	0.25%	97

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Smartleaf Asset Management's AGG Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q1 2026, buying an estimated $11.2M and bringing the position to 551,062 shares worth $54.6M. The position accounts for 1.97% of the portfolio, ranked #9.

Smartleaf Asset Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Smartleaf Asset Management held 551,062 shares of iShares Core US Aggregate Bond ETF worth $54.6M as of Q1 2026.
Smartleaf Asset Management bought 111,475 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $11.2M.
iShares Core US Aggregate Bond ETF made up 1.97% of Smartleaf Asset Management's portfolio in Q1 2026, its #9 holding.
Smartleaf Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.