Sterling Group Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sterling Group Wealth 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	$586K	Hold	5,908	–	–	0.28%	27
2025 Q4	$590K	Buy	5,908 +208	+4%	+$20.9K	0.29%	27
2025 Q3	$571K	Hold	5,700	–	–	0.28%	26
2025 Q2	$565K	Sell	5,700 -596	-9%	-$58.4K	0.31%	25
2025 Q1	$623K	Hold	6,296	–	–	0.33%	23
2024 Q4	$610K	Hold	6,296	–	–	0.32%	26
2024 Q3	$638K	Buy	6,296 +4	+0.1%	+$399	0.34%	25
2024 Q2	$611K	Buy	+6,292	New	+$607K	0.35%	26

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

Sterling Group Wealth Management's AGG Position: Q1 2026 in Review

Sterling Group Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 5,908 shares worth $586K. The position accounts for 0.28% of the portfolio, ranked #27.

Sterling Group Wealth Management first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $638K in Q3 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Sterling Group Wealth Management held 5,908 shares of iShares Core US Aggregate Bond ETF worth $586K as of Q1 2026.
Sterling Group Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.28% of Sterling Group Wealth Management's portfolio in Q1 2026, its #27 holding.
Sterling Group Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Sterling Group Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $638K in Q3 2024.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.