SB
AGG icon

Strategic Blueprint’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Blueprint’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 		$2.05M Buy
20,611
+451
+2% +$45.1K 0.12% 177
2025
Q4 		$2.01M Sell
20,160
-9,781
-33% -$981K 0.12% 171
2025
Q3 		$3M Buy
29,941
+12,686
+74% +$1.26M 0.13% 162
2025
Q2 		$1.71M Buy
17,255
+578
+3% +$56.6K 0.08% 213
2025
Q1 		$1.65M Buy
16,677
+3,678
+28% +$360K 0.09% 200
2024
Q4 		$1.26M Buy
12,999
+123
+1% +$12.1K 0.07% 222
2024
Q3 		$1.3M Buy
12,876
+739
+6% +$73.7K 0.08% 210
2024
Q2 		$1.18M Sell
12,137
-229
-2% -$22.1K 0.08% 221
2024
Q1 		$1.21M Sell
12,366
-677
-5% -$66.3K 0.09% 220
2023
Q4 		$1.29M Sell
13,043
-574
-4% -$54.6K 0.11% 184
2023
Q3 		$1.28M Buy
13,617
+83
+0.6% +$7.99K 0.12% 170
2023
Q2 		$1.33M Sell
13,534
-5,167
-28% -$511K 0.13% 154
2023
Q1 		$1.86M Buy
18,701
+4,337
+30% +$429K 0.19% 121
2022
Q4 		$1.39M Sell
14,364
-3,189
-18% -$308K 0.16% 147
2022
Q3 		$1.69M Buy
17,553
+13,388
+321% +$1.35M 0.2% 118
2022
Q2 		$423K Buy
4,165
+454
+12% +$46.7K 0.05% 308
2022
Q1 		$397K Buy
3,711
+139
+4% +$15.3K 0.05% 330
2021
Q4 		$408K Buy
3,572
+225
+7% +$25.7K 0.05% 308
2021
Q3 		$384K Sell
3,347
-2,783
-45% -$323K 0.06% 283
2021
Q2 		$707K Sell
6,130
-1,758
-22% -$201K 0.11% 180
2021
Q1 		$898K Sell
7,888
-24,827
-76% -$2.87M 0.19% 115
2020
Q4 		$3.87M Sell
32,715
-8,454
-21% -$996K 0.97% 29
2020
Q3 		$4.86M Sell
41,169
-3,539
-8% -$420K 1.5% 17
2020
Q2 		$5.29M Buy
44,708
+42,742
+2,174% +$5M 1.86% 13
2020
Q1 		$227K Buy
+1,966
New +$224K 0.13% 108
2019
Q4 		– Sell
-976
Closed -$110K – 104
2019
Q3 		$110K Buy
+976
New +$110K 0.08% 99

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

Strategic Blueprint's AGG Position: Q1 2026 in Review

Strategic Blueprint increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q1 2026, buying an estimated $45.1K and bringing the position to 20,611 shares worth $2.05M. The position accounts for 0.12% of the portfolio, ranked #177.

Strategic Blueprint first reported a position in AGG in Q3 2019 and has held it in 26 quarters since. The position peaked at $5.29M in Q2 2020. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Strategic Blueprint held 20,611 shares of iShares Core US Aggregate Bond ETF worth $2.05M as of Q1 2026.
  • Strategic Blueprint bought 451 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $45.1K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Strategic Blueprint's portfolio in Q1 2026, its #177 holding.
  • Strategic Blueprint first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Strategic Blueprint's iShares Core US Aggregate Bond ETF position peaked at $5.29M in Q2 2020.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.