Stonehaven Wealth & Tax Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$8.61M	Buy	86,706 +2,715	+3%	+$272K	7.61%	3
2025 Q4	$8.39M	Buy	83,991 +2,690	+3%	+$270K	7.54%	3
2025 Q3	$8.15M	Buy	81,301 +3,842	+5%	+$381K	7.53%	3
2025 Q2	$7.68M	Buy	77,459 +3,007	+4%	+$295K	7.5%	3
2025 Q1	$7.36M	Buy	74,452 +16,403	+28%	+$1.6M	7.78%	3
2024 Q4	$5.62M	Buy	+58,049	New	+$5.72M	6.12%	3

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

Stonehaven Wealth & Tax Solutions's AGG Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q1 2026, buying an estimated $272K and bringing the position to 86,706 shares worth $8.61M. The position accounts for 7.61% of the portfolio, ranked #3.

Stonehaven Wealth & Tax Solutions first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 86,706 shares of iShares Core US Aggregate Bond ETF worth $8.61M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 2,715 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $272K.
iShares Core US Aggregate Bond ETF made up 7.61% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #3 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.