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

Stevens 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	$487K	Sell	4,910 -6,926	-59%	-$693K	0.12%	86
2025 Q4	$1.18M	Sell	11,836 -419	-3%	-$42K	0.31%	53
2025 Q3	$1.23M	Sell	12,255 -1,484	-11%	-$147K	0.37%	47
2025 Q2	$1.36M	Sell	13,739 -4,196	-23%	-$411K	0.49%	39
2025 Q1	$1.77M	Sell	17,935 -2,239	-11%	-$219K	0.83%	22
2024 Q4	$1.95M	Buy	20,174 +916	+5%	+$90.2K	0.89%	21
2024 Q3	$1.95M	Buy	19,258 +514	+3%	+$51.3K	0.93%	21
2024 Q2	$1.82M	Sell	18,744 -480	-2%	-$46.3K	0.94%	21
2024 Q1	$1.88M	Buy	+19,224	New	+$1.88M	1.12%	19

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

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

Stevens Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 59% in Q1 2026, selling an estimated $693K and leaving 4,910 shares worth $487K. The position accounts for 0.12% of the portfolio, ranked #86.

Stevens Capital Partners first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.95M in Q4 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Stevens Capital Partners held 4,910 shares of iShares Core US Aggregate Bond ETF worth $487K as of Q1 2026.
Stevens Capital Partners sold 6,926 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $693K.
iShares Core US Aggregate Bond ETF made up 0.12% of Stevens Capital Partners's portfolio in Q1 2026, its #86 holding.
Stevens Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Stevens Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $1.95M in Q4 2024.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.