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

Stamos Capital Partners’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 		$91.9M Buy
926,085
+15,853
+2% +$1.59M 14.37% 1
2025
Q4 		$90.9M Buy
910,232
+18,357
+2% +$1.84M 14.61% 1
2025
Q3 		$89.4M Buy
891,875
+407,443
+84% +$40.4M 16.87% 1
2025
Q2 		$48.1M Sell
484,432
-173,991
-26% -$17M 8.62% 1
2025
Q1 		$65.1M Buy
658,423
+43,273
+7% +$4.23M 17.04% 1
2024
Q4 		$59.6M Sell
615,150
-68,720
-10% -$6.77M 13.99% 1
2024
Q3 		$69.3M Sell
683,870
-443,770
-39% -$44.3M 16.3% 1
2024
Q2 		$109M Sell
1,127,640
-29,160
-3% -$2.81M 23.22% 1
2024
Q1 		$113M Buy
1,156,800
+453,750
+65% +$44.4M 25.72% 1
2023
Q4 		$69.8M Sell
703,050
-170,710
-20% -$16.2M 18.93% 1
2023
Q3 		$82.2M Buy
873,760
+133,650
+18% +$12.9M 18.3% 1
2023
Q2 		$72.5M Sell
740,110
-1,090
-0.1% -$108K 16.96% 1
2023
Q1 		$73.9M Buy
741,200
+357,350
+93% +$35.3M 19.05% 1
2022
Q4 		$37.2M Buy
+383,850
New +$37.1M 11.78% 1
2022
Q1 		– Sell
-158,000
Closed -$18M – 88
2021
Q4 		$18M Sell
158,000
-28,400
-15% -$3.25M 8.36% 1
2021
Q3 		$21.4M Hold
186,400
– – 11.97% 1
2021
Q2 		$21.5M Buy
186,400
+8,800
+5% +$1.01M 11.33% 1
2021
Q1 		$20.2M Sell
177,600
-406,400
-70% -$47.1M 10.21% 1
2020
Q4 		$69M Sell
584,000
-155,300
-21% -$18.3M 29.44% 1
2020
Q3 		$87.3M Buy
739,300
+318,100
+76% +$37.7M 32.43% 1
2020
Q2 		$49.8M Buy
+421,200
New +$49.3M 28.51% 1
2020
Q1 		– Sell
-414,049
Closed -$46.5M – 81
2019
Q4 		$46.5M Buy
414,049
+69,379
+20% +$7.82M 37.54% 1
2019
Q3 		$39M Buy
344,670
+71,631
+26% +$8.05M 34.68% 1
2019
Q2 		$30.4M Buy
+273,039
New +$29.9M 30.37% 1

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

Stamos Capital Partners's AGG Position: Q1 2026 in Review

Stamos Capital Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q1 2026, buying an estimated $1.59M and bringing the position to 926,085 shares worth $91.9M. The position accounts for 14.37% of the portfolio, ranked #1.

Stamos Capital Partners first reported a position in AGG in Q2 2019 and has held it in 24 quarters since. The position peaked at $113M in Q1 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Stamos Capital Partners held 926,085 shares of iShares Core US Aggregate Bond ETF worth $91.9M as of Q1 2026.
  • Stamos Capital Partners bought 15,853 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.59M.
  • iShares Core US Aggregate Bond ETF made up 14.37% of Stamos Capital Partners's portfolio in Q1 2026, its #1 holding.
  • Stamos Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • Stamos Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $113M in Q1 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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