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Sound View Wealth Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sound View Wealth Advisors Group’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 		$4.55M Buy
45,847
+1,408
+3% +$141K 0.31% 74
2025
Q4 		$4.44M Buy
44,439
+1,079
+2% +$108K 0.3% 76
2025
Q3 		$4.35M Sell
43,360
-58
-0.1% -$5.75K 0.3% 78
2025
Q2 		$4.31M Buy
43,418
+2,576
+6% +$252K 0.32% 73
2025
Q1 		$4.04M Buy
40,842
+1,495
+4% +$146K 0.33% 68
2024
Q4 		$3.81M Sell
39,347
-228
-0.6% -$22.5K 0.31% 70
2024
Q3 		$4.01M Buy
39,575
+7,656
+24% +$764K 0.33% 69
2024
Q2 		$3.1M Buy
31,919
+1,919
+6% +$185K 0.32% 72
2024
Q1 		$2.94M Sell
30,000
-2,831
-9% -$277K 0.31% 74
2023
Q4 		$3.26M Sell
32,831
-2,463
-7% -$234K 0.36% 67
2023
Q3 		$3.32M Buy
35,294
+176
+0.5% +$16.9K 0.41% 57
2023
Q2 		$3.44M Sell
35,118
-3,980
-10% -$393K 0.45% 56
2023
Q1 		$3.9M Buy
39,098
+6,267
+19% +$619K 0.53% 47
2022
Q4 		$3.26M Sell
32,831
-1,998
-6% -$193K 0.36% 67
2022
Q3 		$3.35M Sell
34,829
-1,340
-4% -$136K 0.75% 38
2022
Q2 		$3.68M Sell
36,169
-1,368
-4% -$141K 0.77% 39
2022
Q1 		$4.02M Sell
37,537
-10,425
-22% -$1.15M 0.76% 36
2021
Q4 		$5.47M Buy
47,962
+6,195
+15% +$709K 1.03% 26
2021
Q3 		$4.8M Buy
41,767
+1,204
+3% +$140K 1% 26
2021
Q2 		$4.68M Buy
40,563
+17,575
+76% +$2.01M 0.98% 30
2021
Q1 		$2.62M Buy
22,988
+1,331
+6% +$154K 0.61% 45
2020
Q4 		$2.56M Buy
21,657
+2,179
+11% +$257K 0.63% 44
2020
Q3 		$2.3M Buy
19,478
+6,310
+48% +$749K 0.61% 46
2020
Q2 		$1.56M Buy
+13,168
New +$1.54M 0.44% 62

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

Sound View Wealth Advisors Group's AGG Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q1 2026, buying an estimated $141K and bringing the position to 45,847 shares worth $4.55M. The position accounts for 0.31% of the portfolio, ranked #74.

Sound View Wealth Advisors Group first reported a position in AGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.47M in Q4 2021. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sound View Wealth Advisors Group held 45,847 shares of iShares Core US Aggregate Bond ETF worth $4.55M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,408 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $141K.
  • iShares Core US Aggregate Bond ETF made up 0.31% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #74 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's iShares Core US Aggregate Bond ETF position peaked at $5.47M in Q4 2021.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.