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Syverson Strege & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Syverson Strege & Co’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 		$252K Sell
2,543
-967
-28% -$96.7K 0.06% 137
2025
Q4 		$351K Sell
3,510
-584
-14% -$58.6K 0.08% 103
2025
Q3 		$410K Buy
4,094
+12
+0.3% +$1.19K 0.1% 81
2025
Q2 		$405K Sell
4,082
-438
-10% -$42.9K 0.1% 84
2025
Q1 		$447K Sell
4,520
-633
-12% -$61.9K 0.14% 48
2024
Q4 		$499K Sell
5,153
-1,488
-22% -$147K 0.17% 42
2024
Q3 		$673K Sell
6,641
-218
-3% -$21.8K 0.23% 34
2024
Q2 		$666K Buy
6,859
+212
+3% +$20.5K 0.23% 38
2024
Q1 		$651K Buy
6,647
+34
+0.5% +$3.33K 0.23% 33
2023
Q4 		$656K Sell
6,613
-408
-6% -$38.8K 0.25% 33
2023
Q3 		$660K Buy
7,021
+79
+1% +$7.61K 0.3% 27
2023
Q2 		$680K Sell
6,942
-89
-1% -$8.8K 0.29% 27
2023
Q1 		$701K Buy
7,031
+3,889
+124% +$384K 0.3% 28
2022
Q4 		$305K Sell
3,142
-4,130
-57% -$399K 0.14% 48
2022
Q3 		$701K Buy
7,272
+4,088
+128% +$413K 0.36% 25
2022
Q2 		$324K Sell
3,184
-497
-14% -$51.1K 0.12% 52
2022
Q1 		$394K Sell
3,681
-149
-4% -$16.4K 0.43% 41
2021
Q4 		$437K Sell
3,830
-555
-13% -$63.5K 0.32% 42
2021
Q3 		$504K Sell
4,385
-304
-6% -$35.2K 0.4% 38
2021
Q2 		$541K Sell
4,689
-43
-0.9% -$4.93K 0.48% 35
2021
Q1 		$539K Buy
4,732
+888
+23% +$103K 0.56% 31
2020
Q4 		$454K Buy
+3,844
New +$453K 0.43% 34

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

Syverson Strege & Co's AGG Position: Q1 2026 in Review

Syverson Strege & Co reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q1 2026, selling an estimated $96.7K and leaving 2,543 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #137.

Syverson Strege & Co first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $701K in Q3 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Syverson Strege & Co held 2,543 shares of iShares Core US Aggregate Bond ETF worth $252K as of Q1 2026.
  • Syverson Strege & Co sold 967 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $96.7K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Syverson Strege & Co's portfolio in Q1 2026, its #137 holding.
  • Syverson Strege & Co first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's iShares Core US Aggregate Bond ETF position peaked at $701K in Q3 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.