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Steward Partners Investment Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Steward Partners Investment Advisory’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 		$372M Sell
3,751,130
-230,418
-6% -$23.1M 1.9% 8
2025
Q4 		$398M Buy
3,981,548
+312,694
+9% +$31.4M 2.18% 8
2025
Q3 		$368M Buy
3,668,854
+2,430,946
+196% +$241M 2.11% 7
2025
Q2 		$123M Buy
1,237,908
+93,659
+8% +$9.18M 0.96% 13
2025
Q1 		$113M Buy
1,144,249
+70,882
+7% +$6.93M 1% 12
2024
Q4 		$104M Buy
1,073,367
+71,459
+7% +$7.04M 0.92% 12
2024
Q3 		$101M Buy
1,001,908
+101,289
+11% +$10.1M 0.94% 11
2024
Q2 		$87.4M Buy
900,619
+45,109
+5% +$4.35M 0.92% 11
2024
Q1 		$83.8M Buy
855,510
+367,841
+75% +$36M 0.92% 12
2023
Q4 		$48.4M Sell
487,669
-31,968
-6% -$3.04M 0.65% 21
2023
Q3 		$48.9M Buy
519,637
+35,442
+7% +$3.41M 0.75% 18
2023
Q2 		$47.4M Buy
484,195
+46,334
+11% +$4.58M 0.71% 21
2023
Q1 		$43.6M Buy
437,861
+38,606
+10% +$3.82M 0.7% 19
2022
Q4 		$38.7M Buy
399,255
+130,609
+49% +$12.6M 0.66% 23
2022
Q3 		$25.9M Buy
268,646
+58,855
+28% +$5.95M 0.48% 40
2022
Q2 		$21.3M Buy
209,791
+3,313
+2% +$340K 0.39% 53
2022
Q1 		$22.1M Sell
206,478
-8,383
-4% -$923K 0.34% 63
2021
Q4 		$24.5M Buy
214,861
+1,201
+0.6% +$137K 0.37% 52
2021
Q3 		$24.5M Sell
213,660
-17,904
-8% -$2.08M 0.42% 43
2021
Q2 		$26.7M Sell
231,564
-34,550
-13% -$3.96M 0.45% 35
2021
Q1 		$30.3M Sell
266,114
-8,859
-3% -$1.03M 0.53% 30
2020
Q4 		$32.5M Buy
274,973
+12,902
+5% +$1.52M 0.7% 20
2020
Q3 		$30.9M Buy
262,071
+24,914
+11% +$2.96M 0.78% 17
2020
Q2 		$28M Buy
237,157
+10,296
+5% +$1.21M 0.8% 18
2020
Q1 		$26.2M Buy
226,861
+18,145
+9% +$2.07M 0.96% 11
2019
Q4 		$23.5M Sell
208,716
-76,195
-27% -$8.59M 0.69% 27
2019
Q3 		$32.2M Buy
284,911
+13,980
+5% +$1.57M 1.09% 12
2019
Q2 		$30.2M Buy
270,931
+20,506
+8% +$2.24M 1.11% 12
2019
Q1 		$27.3M Buy
250,425
+94,028
+60% +$10.1M 1.16% 12
2018
Q4 		$16.7M Buy
156,397
+86,120
+123% +$9.03M 0.81% 27
2018
Q3 		$7.42M Buy
70,277
+2,842
+4% +$301K 0.35% 69
2018
Q2 		$7.17M Sell
67,435
-12,975
-16% -$1.38M 0.43% 47
2018
Q1 		$8.62M Sell
80,410
-6,925
-8% -$743K 0.59% 31
2017
Q4 		$9.55M Sell
87,335
-14,297
-14% -$1.56M 0.73% 25
2017
Q3 		$11.1M Sell
101,632
-2,419
-2% -$266K 1.13% 15
2017
Q2 		$11.4M Buy
104,051
+60,839
+141% +$6.65M 1.28% 10
2017
Q1 		$4.69M Buy
43,212
+20,277
+88% +$2.19M 0.71% 40
2016
Q4 		$2.48M Buy
+22,935
New +$2.51M 1.13% 19

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

Steward Partners Investment Advisory's AGG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q1 2026, selling an estimated $23.1M and leaving 3,751,130 shares worth $372M. The position accounts for 1.9% of the portfolio, ranked #8.

Steward Partners Investment Advisory first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. The position peaked at $398M in Q4 2025. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Steward Partners Investment Advisory held 3,751,130 shares of iShares Core US Aggregate Bond ETF worth $372M as of Q1 2026.
  • Steward Partners Investment Advisory sold 230,418 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $23.1M.
  • iShares Core US Aggregate Bond ETF made up 1.9% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #8 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's iShares Core US Aggregate Bond ETF position peaked at $398M in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.