Strategic Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Buy |
24,533
+12,270
| +100% | +$1.23M | 0.17% | 95 |
|
|
2025
Q4 | $1.22M | Sell |
12,263
-1,286
| -9% | -$129K | 0.08% | 139 |
|
|
2025
Q3 | $1.36M | Buy |
13,549
+1,212
| +10% | +$120K | 0.1% | 136 |
|
|
2025
Q2 | $1.22M | Buy |
+12,337
| New | +$1.21M | 0.1% | 137 |
|
|
2024
Q4 | $822K | Buy |
8,449
+2,896
| +52% | +$285K | 0.07% | 161 |
|
|
2024
Q3 | $562K | Sell |
5,553
-4,760
| -46% | -$475K | 0.05% | 193 |
|
|
2024
Q2 | $1M | Buy |
10,313
+4,006
| +64% | +$387K | 0.1% | 139 |
|
|
2024
Q1 | $618K | Buy |
6,307
+1,751
| +38% | +$171K | 0.07% | 174 |
|
|
2023
Q4 | $452K | Buy |
4,556
+768
| +20% | +$73.1K | 0.06% | 197 |
|
|
2023
Q3 | $356K | Sell |
3,788
-828
| -18% | -$79.7K | 0.05% | 231 |
|
|
2023
Q2 | $452K | Sell |
4,616
-8,885
| -66% | -$878K | 0.06% | 213 |
|
|
2023
Q1 | $1.35M | Buy |
13,501
+5,261
| +64% | +$520K | 0.21% | 115 |
|
|
2022
Q4 | $799K | Sell |
8,240
-483
| -6% | -$46.7K | 0.15% | 139 |
|
|
2022
Q3 | $840K | Buy |
8,723
+2,826
| +48% | +$286K | 0.18% | 137 |
|
|
2022
Q2 | $600K | Buy |
5,897
+896
| +18% | +$92.1K | 0.13% | 150 |
|
|
2022
Q1 | $536K | Sell |
5,001
-5,699
| -53% | -$627K | 0.1% | 173 |
|
|
2021
Q4 | $1.22M | Buy |
10,700
+1,426
| +15% | +$163K | 0.23% | 125 |
|
|
2021
Q3 | $1.06M | Sell |
9,274
-3,401
| -27% | -$394K | 0.31% | 94 |
|
|
2021
Q2 | $1.46M | Buy |
12,675
+4,348
| +52% | +$498K | 0.48% | 49 |
|
|
2021
Q1 | $948K | Sell |
8,327
-27
| -0.3% | -$3.13K | 0.38% | 67 |
|
|
2020
Q4 | $987K | Buy |
8,354
+296
| +4% | +$34.9K | 0.41% | 67 |
|
|
2020
Q3 | $951K | Buy |
8,058
+37
| +0.5% | +$4.39K | 0.48% | 60 |
|
|
2020
Q2 | $948K | Sell |
8,021
-9,762
| -55% | -$1.14M | 0.49% | 61 |
|
|
2020
Q1 | $2M | Hold |
17,783
| – | – | 1.04% | 21 |
|
|
2019
Q4 | $2M | Buy |
17,783
+1,746
| +11% | +$197K | 1.04% | 21 |
|
|
2019
Q3 | $3.29K | Buy |
16,037
+13,463
| +523% | +$1.51M | 0.02% | 193 |
|
|
2019
Q2 | $286K | Sell |
2,574
-701
| -21% | -$76.7K | 0.14% | 114 |
|
|
2019
Q1 | $355K | Sell |
3,275
-17
| -0.5% | -$1.82K | 0.16% | 119 |
|
|
2018
Q4 | $403K | Sell |
3,292
-565
| -15% | -$59.3K | 0.2% | 102 |
|
|
2018
Q3 | $407K | Sell |
3,857
-100
| -3% | -$10.6K | 0.22% | 101 |
|
|
2018
Q2 | $421K | Sell |
3,957
-2,600
| -40% | -$276K | 0.24% | 102 |
|
|
2018
Q1 | $703K | Sell |
6,557
-5,185
| -44% | -$557K | 0.36% | 98 |
|
|
2017
Q4 | $1.28M | Buy |
+11,742
| New | +$1.28M | 0.71% | 39 |
|
Other funds holding AGG
Strategic Wealth Partners's AGG Position: Q1 2026 in Review
Strategic Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 100% in Q1 2026, buying an estimated $1.23M and bringing the position to 24,533 shares worth $2.44M. The position accounts for 0.17% of the portfolio, ranked #95.
Strategic Wealth Partners first reported a position in AGG in Q4 2017 and has held it in 33 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Strategic Wealth Partners held 24,533 shares of iShares Core US Aggregate Bond ETF worth $2.44M as of Q1 2026.
- Strategic Wealth Partners bought 12,270 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.23M.
- iShares Core US Aggregate Bond ETF made up 0.17% of Strategic Wealth Partners's portfolio in Q1 2026, its #95 holding.
- Strategic Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 33 quarters since.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.