Stelac Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stelac Advisory Services’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	$311K	Hold	3,136	–	–	0.06%	108
2025 Q4	$313K	Hold	3,136	–	–	0.11%	66
2025 Q3	$314K	Hold	3,136	–	–	0.11%	67
2025 Q2	$311K	Hold	3,136	–	–	0.12%	67
2025 Q1	$310K	Hold	3,136	–	–	0.13%	65
2024 Q4	$304K	Hold	3,136	–	–	0.12%	68
2024 Q3	$318K	Hold	3,136	–	–	0.13%	63
2024 Q2	$304K	Buy	+3,136	New	+$303K	0.13%	65

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

Stelac Advisory Services's AGG Position: Q1 2026 in Review

Stelac Advisory Services held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 3,136 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #108.

Stelac Advisory Services first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $318K in Q3 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Stelac Advisory Services held 3,136 shares of iShares Core US Aggregate Bond ETF worth $311K as of Q1 2026.
Stelac Advisory Services left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.06% of Stelac Advisory Services's portfolio in Q1 2026, its #108 holding.
Stelac Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Stelac Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $318K in Q3 2024.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.