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Stratos Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stratos Investment Management’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 		$1.01M Buy
10,172
+99
+1% +$9.9K 0.04% 174
2025
Q4 		$1.01M Buy
10,073
+430
+4% +$43.1K 0.04% 169
2025
Q3 		$967K Sell
9,643
-130
-1% -$12.9K 0.04% 173
2025
Q2 		$970K Buy
9,773
+256
+3% +$25.1K 0.04% 188
2025
Q1 		$941K Sell
9,517
-13,847
-59% -$1.35M 0.05% 160
2024
Q4 		$2.26M Buy
23,364
+20,658
+763% +$2.03M 0.14% 95
2024
Q3 		$274K Buy
2,706
+601
+29% +$60K 0.02% 213
2024
Q2 		$204K Sell
2,105
-2,364
-53% -$228K 0.02% 219
2024
Q1 		$438K Sell
4,469
-10,610
-70% -$1.04M 0.04% 144
2023
Q4 		$1.5M Buy
+15,079
New +$1.44M 0.18% 92
2023
Q2 		– Sell
-3,265
Closed -$325K – 168
2023
Q1 		$325K Sell
3,265
-307
-9% -$30.3K 0.05% 135
2022
Q4 		$346K Sell
3,572
-5,807
-62% -$562K 0.06% 127
2022
Q3 		$904K Buy
9,379
+3,437
+58% +$348K 0.18% 92
2022
Q2 		$604K Sell
5,942
-4,411
-43% -$453K 0.11% 99
2022
Q1 		$1.11M Sell
10,353
-1,077
-9% -$119K 0.18% 87
2021
Q4 		$1.3M Sell
11,430
-8,366
-42% -$957K 0.21% 88
2021
Q3 		$2.27M Buy
+19,796
New +$2.29M 0.4% 66
2021
Q2 		– Sell
-6,963
Closed -$793K – 125
2021
Q1 		$793K Buy
+6,963
New +$806K 0.25% 77

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

Stratos Investment Management's AGG Position: Q1 2026 in Review

Stratos Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.98% in Q1 2026, buying an estimated $9.9K and bringing the position to 10,172 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #174.

Stratos Investment Management first reported a position in AGG in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.27M in Q3 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Stratos Investment Management held 10,172 shares of iShares Core US Aggregate Bond ETF worth $1.01M as of Q1 2026.
  • Stratos Investment Management bought 99 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $9.9K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Stratos Investment Management's portfolio in Q1 2026, its #174 holding.
  • Stratos Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Stratos Investment Management's iShares Core US Aggregate Bond ETF position peaked at $2.27M in Q3 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.