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TD Private Client Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TD Private Client Wealth’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 		$49.1M Buy
494,966
+2,983
+0.6% +$298K 1.02% 19
2025
Q4 		$49.1M Buy
491,983
+18,896
+4% +$1.9M 1.05% 20
2025
Q3 		$47.4M Buy
473,087
+58,782
+14% +$5.83M 1.07% 20
2025
Q2 		$41.1M Buy
414,305
+13,320
+3% +$1.31M 1.01% 23
2025
Q1 		$39.7M Buy
400,985
+22,383
+6% +$2.19M 1.09% 19
2024
Q4 		$36.7M Buy
378,602
+123,239
+48% +$12.1M 1.03% 21
2024
Q3 		$25.9M Buy
255,363
+159,358
+166% +$15.9M 0.74% 28
2024
Q2 		$9.32M Buy
96,005
+14,146
+17% +$1.37M 0.29% 62
2024
Q1 		$8.02M Sell
81,859
-33,842
-29% -$3.31M 0.26% 66
2023
Q4 		$11.5M Buy
115,701
+55,149
+91% +$5.25M 0.42% 45
2023
Q3 		$5.69M Buy
60,552
+4,081
+7% +$393K 0.25% 79
2023
Q2 		$5.53M Sell
56,471
-11,664
-17% -$1.15M 0.24% 90
2023
Q1 		$6.79M Sell
68,135
-95,911
-58% -$9.48M 0.3% 68
2022
Q4 		$15.9M Buy
164,046
+100,989
+160% +$9.77M 0.75% 26
2022
Q3 		$6.07M Sell
63,057
-5,744
-8% -$581K 0.31% 66
2022
Q2 		$7M Sell
68,801
-44,263
-39% -$4.55M 0.34% 59
2022
Q1 		$12.1M Sell
113,064
-135,977
-55% -$15M 0.52% 34
2021
Q4 		$28.4M Buy
249,041
+170,420
+217% +$19.5M 1.18% 14
2021
Q3 		$9.03M Sell
78,621
-15,632
-17% -$1.81M 0.39% 53
2021
Q2 		$10.9M Buy
94,253
+13,578
+17% +$1.56M 0.46% 44
2021
Q1 		$9.18M Sell
80,675
-27,201
-25% -$3.15M 0.43% 47
2020
Q4 		$12.7M Buy
107,876
+54,059
+100% +$6.37M 0.65% 28
2020
Q3 		$6.35M Buy
53,817
+22,554
+72% +$2.68M 0.36% 64
2020
Q2 		$3.7M Buy
31,263
+27,984
+853% +$3.28M 0.22% 97
2020
Q1 		$378K Sell
3,279
-29,764
-90% -$3.39M 0.03% 363
2019
Q4 		$3.71M Buy
+33,043
New +$3.72M 0.22% 115

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

TD Private Client Wealth's AGG Position: Q1 2026 in Review

TD Private Client Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.61% in Q1 2026, buying an estimated $298K and bringing the position to 494,966 shares worth $49.1M. The position accounts for 1.02% of the portfolio, ranked #19.

TD Private Client Wealth first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $49.1M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • TD Private Client Wealth held 494,966 shares of iShares Core US Aggregate Bond ETF worth $49.1M as of Q1 2026.
  • TD Private Client Wealth bought 2,983 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $298K.
  • iShares Core US Aggregate Bond ETF made up 1.02% of TD Private Client Wealth's portfolio in Q1 2026, its #19 holding.
  • TD Private Client Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's iShares Core US Aggregate Bond ETF position peaked at $49.1M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.