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

Stratos 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 		$5.19M Sell
52,253
-13,833
-21% -$1.38M 0.32% 77
2025
Q4 		$6.6M Sell
66,086
-114,140
-63% -$11.5M 0.32% 83
2025
Q3 		$18.1M Buy
180,226
+14,681
+9% +$1.46M 0.87% 20
2025
Q2 		$16.4M Sell
165,545
-12,835
-7% -$1.26M 0.87% 22
2025
Q1 		$17.6M Sell
178,380
-11,838
-6% -$1.16M 0.96% 18
2024
Q4 		$18.4M Buy
190,218
+6,718
+4% +$662K 0.88% 19
2024
Q3 		$18.6M Sell
183,500
-15,996
-8% -$1.6M 0.85% 20
2024
Q2 		$19.4M Buy
199,496
+4,293
+2% +$414K 0.96% 17
2024
Q1 		$19.1M Sell
195,203
-10,589
-5% -$1.04M 1.13% 14
2023
Q4 		$20.4M Buy
205,792
+5,800
+3% +$552K 1.18% 10
2023
Q3 		$18.8M Buy
199,992
+25,524
+15% +$2.46M 1.24% 10
2023
Q2 		$17.1M Buy
174,468
+19,646
+13% +$1.94M 1.21% 9
2023
Q1 		$15.4M Buy
154,822
+4,290
+3% +$424K 1.19% 9
2022
Q4 		$14.6M Sell
150,532
-10,317
-6% -$998K 1.22% 7
2022
Q3 		$15.5M Buy
160,849
+39,409
+32% +$3.99M 1.63% 5
2022
Q2 		$12.3M Buy
121,440
+39,827
+49% +$4.09M 1.12% 10
2022
Q1 		$8.74M Sell
81,613
-152,103
-65% -$16.7M 0.71% 24
2021
Q4 		$26.7M Buy
233,716
+30,859
+15% +$3.53M 1.92% 4
2021
Q3 		$23.3M Sell
202,857
-1,301
-0.6% -$151K 1.99% 2
2021
Q2 		$23.5M Buy
204,158
+32,258
+19% +$3.7M 2.08% 2
2021
Q1 		$19.6M Buy
171,900
+45,383
+36% +$5.26M 2.08% 2
2020
Q4 		$15M Buy
126,517
+89,174
+239% +$10.5M 2.06% 3
2020
Q3 		$4.41M Buy
37,343
+32,830
+727% +$3.89M 1.07% 24
2020
Q2 		$533K Buy
4,513
+3,839
+570% +$449K 0.16% 138
2020
Q1 		$78K Buy
+674
New +$76.8K 0.06% 174
2019
Q4 		– Sell
-2,241
Closed -$254K – 164
2019
Q3 		$254K Buy
+2,241
New +$252K 0.1% 209

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 Wealth Advisors's AGG Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q1 2026, selling an estimated $1.38M and leaving 52,253 shares worth $5.19M. The position accounts for 0.32% of the portfolio, ranked #77.

Stratos Wealth Advisors first reported a position in AGG in Q3 2019 and has held it in 26 quarters since. The position peaked at $26.7M in Q4 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Stratos Wealth Advisors held 52,253 shares of iShares Core US Aggregate Bond ETF worth $5.19M as of Q1 2026.
  • Stratos Wealth Advisors sold 13,833 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.38M.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Stratos Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Stratos Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Stratos Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $26.7M in Q4 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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