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

Solstein Capital’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	–	Sell	-29	Closed	-$2.9K	–	446
2025 Q4	$2.9K	Hold	29	–	–	﹤0.01%	407
2025 Q3	$2.91K	Hold	29	–	–	﹤0.01%	399
2025 Q2	$2.88K	Hold	29	–	–	﹤0.01%	425
2025 Q1	$2.87K	Hold	29	–	–	﹤0.01%	293
2024 Q4	$2.81K	Hold	29	–	–	﹤0.01%	294
2024 Q3	$2.94K	Hold	29	–	–	﹤0.01%	293
2024 Q2	$2.81K	Hold	29	–	–	﹤0.01%	291
2024 Q1	$2.84K	Sell	29 -3,991	-99%	-$391K	﹤0.01%	287
2023 Q4	$399K	Hold	4,020	–	–	0.3%	63
2023 Q3	$378K	Hold	4,020	–	–	0.33%	62
2023 Q2	$394K	Hold	4,020	–	–	0.33%	64
2023 Q1	$401K	Sell	4,020 -738	-16%	-$72.9K	0.35%	58
2022 Q4	$461K	Sell	4,758 -4,217	-47%	-$408K	0.39%	57
2022 Q3	$865K	Sell	8,975 -42	-0.5%	-$4.25K	0.76%	31
2022 Q2	$917K	Sell	9,017 -1,577	-15%	-$162K	0.7%	32
2022 Q1	$1.14M	Sell	10,594 -471	-4%	-$51.8K	0.75%	36
2021 Q4	$1.26M	Sell	11,065 -567	-5%	-$64.9K	0.76%	37
2021 Q3	$1.34M	Buy	11,632 +7,147	+159%	+$828K	0.77%	38
2021 Q2	$517K	Buy	4,485 +215	+5%	+$24.6K	0.64%	47
2021 Q1	$486K	Hold	4,270	–	–	0.66%	45
2020 Q4	$505K	Hold	4,270	–	–	0.21%	35
2020 Q3	$504K	Buy	+4,270	New	+$507K	1.13%	24

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Solstein Capital's AGG Position: Q1 2026 in Review

Solstein Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 29 shares — an estimated $2.9K sold.

Solstein Capital first reported a position in AGG in Q3 2020 and held it in 22 quarters. The position peaked at $1.34M in Q3 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Solstein Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Solstein Capital sold 29 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.9K.
Solstein Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 22 quarters.
Solstein Capital's iShares Core US Aggregate Bond ETF position peaked at $1.34M in Q3 2021.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.