Stokes Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stokes Family Office’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	$1.31M	Sell	13,181 -1,877	-12%	-$188K	0.14%	111
2025 Q4	$1.5M	Buy	+15,058	New	+$1.51M	0.14%	106
2023 Q4	–	Sell	-2,210	Closed	-$208K	–	227
2023 Q3	$208K	Sell	2,210 -6,896	-76%	-$664K	0.02%	302
2023 Q2	$892K	Buy	9,106 +167	+2%	+$16.5K	0.1%	130
2023 Q1	$891K	Buy	8,939 +1,741	+24%	+$172K	0.11%	124
2022 Q4	$698K	Buy	7,198 +2,699	+60%	+$261K	0.09%	132
2022 Q3	$433K	Buy	4,499 +436	+11%	+$44.1K	0.06%	169
2022 Q2	$413K	Sell	4,063 -2,375	-37%	-$244K	0.06%	176
2022 Q1	$690K	Buy	6,438 +2,777	+76%	+$306K	0.09%	134
2021 Q4	$418K	Buy	3,661 +1,102	+43%	+$126K	0.05%	163
2021 Q3	$294K	Buy	2,559 +186	+8%	+$21.6K	0.04%	186
2021 Q2	$274K	Sell	2,373 -2,841	-54%	-$326K	0.04%	185
2021 Q1	$594K	Buy	5,214 +3,435	+193%	+$398K	0.09%	120
2020 Q4	$210K	Buy	1,779 +2	+0.1%	+$236	0.04%	164
2020 Q3	$210K	Buy	+1,777	New	+$211K	0.05%	141

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

Stokes Family Office's AGG Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q1 2026, selling an estimated $188K and leaving 13,181 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #111.

Stokes Family Office first reported a position in AGG in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Stokes Family Office held 13,181 shares of iShares Core US Aggregate Bond ETF worth $1.31M as of Q1 2026.
Stokes Family Office sold 1,877 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $188K.
iShares Core US Aggregate Bond ETF made up 0.14% of Stokes Family Office's portfolio in Q1 2026, its #111 holding.
Stokes Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 15 quarters since.
Stokes Family Office's iShares Core US Aggregate Bond ETF position peaked at $1.5M in Q4 2025.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.