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Strategies Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategies Wealth Advisors’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 		$1.14M Buy
11,524
+6,929
+151% +$693K 0.11% 60
2025
Q4 		$459K Sell
4,595
-1,002
-18% -$101K 0.05% 105
2025
Q3 		$561K Sell
5,597
-1,505
-21% -$149K 0.06% 99
2025
Q2 		$705K Buy
7,102
+2,211
+45% +$217K 0.08% 78
2025
Q1 		$484K Sell
4,891
-481
-9% -$47K 0.06% 93
2024
Q4 		$524K Sell
5,372
-1,914
-26% -$189K 0.07% 80
2024
Q3 		$738K Buy
7,286
+1,434
+25% +$143K 0.1% 54
2024
Q2 		$568K Sell
5,852
-441
-7% -$42.6K 0.08% 55
2024
Q1 		$616K Sell
6,293
-201
-3% -$19.7K 0.09% 55
2023
Q4 		$645K Sell
6,494
-330
-5% -$31.4K 0.11% 50
2023
Q3 		$642K Sell
6,824
-1,872
-22% -$180K 0.13% 48
2023
Q2 		$852K Buy
8,696
+1,626
+23% +$161K 0.17% 44
2023
Q1 		$704K Sell
7,070
-1,732
-20% -$171K 0.16% 44
2022
Q4 		$854K Buy
+8,802
New +$851K 0.21% 43
2022
Q2 		$980K Buy
9,638
+3,353
+53% +$345K 0.28% 42
2022
Q1 		$673K Sell
6,285
-1,253
-17% -$138K 0.18% 48
2021
Q4 		$860K Buy
+7,538
New +$862K 0.24% 43

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

Strategies Wealth Advisors's AGG Position: Q1 2026 in Review

Strategies Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 151% in Q1 2026, buying an estimated $693K and bringing the position to 11,524 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #60.

Strategies Wealth Advisors first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Strategies Wealth Advisors held 11,524 shares of iShares Core US Aggregate Bond ETF worth $1.14M as of Q1 2026.
  • Strategies Wealth Advisors bought 6,929 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $693K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Strategies Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.