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TD Waterhouse Canada’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TD Waterhouse Canada’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 		$3.96M Sell
39,971
-407
-1% -$40.7K 0.01% 433
2025
Q4 		$4.03M Buy
40,378
+3,201
+9% +$321K 0.03% 323
2025
Q3 		$3.72M Sell
37,177
-1,191
-3% -$118K 0.02% 334
2025
Q2 		$3.79M Buy
38,368
+7,247
+23% +$710K 0.03% 323
2025
Q1 		$3.08M Sell
31,121
-2,338
-7% -$229K 0.03% 337
2024
Q4 		$3.24M Buy
33,459
+11,106
+50% +$1.09M 0.03% 317
2024
Q3 		$2.26M Sell
22,353
-9,235
-29% -$921K 0.02% 376
2024
Q2 		$3.04M Sell
31,588
-2,541
-7% -$245K 0.03% 309
2024
Q1 		$3.31M Buy
34,129
+13,939
+69% +$1.36M 0.02% 326
2023
Q4 		$1.99M Sell
20,190
-5,381
-21% -$512K 0.02% 334
2023
Q3 		$2.38M Buy
25,571
+5,812
+29% +$560K 0.02% 288
2023
Q2 		$1.93M Buy
19,759
+11,509
+140% +$1.14M 0.02% 327
2023
Q1 		$824K Sell
8,250
-774
-9% -$76.5K 0.01% 445
2022
Q4 		$880K Sell
9,024
-1,200
-12% -$116K 0.01% 427
2022
Q3 		$991K Sell
10,224
-1,531
-13% -$155K 0.01% 395
2022
Q2 		$1.2M Sell
11,755
-495
-4% -$50.9K 0.01% 388
2022
Q1 		$1.31M Sell
12,250
-606
-5% -$66.7K 0.01% 402
2021
Q4 		$1.46M Buy
+12,856
New +$1.47M 0.01% 409

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 Waterhouse Canada's AGG Position: Q1 2026 in Review

TD Waterhouse Canada reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q1 2026, selling an estimated $40.7K and leaving 39,971 shares worth $3.96M. The position accounts for 0.01% of the portfolio, ranked #433.

TD Waterhouse Canada first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.03M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • TD Waterhouse Canada held 39,971 shares of iShares Core US Aggregate Bond ETF worth $3.96M as of Q1 2026.
  • TD Waterhouse Canada sold 407 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $40.7K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #433 holding.
  • TD Waterhouse Canada first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • TD Waterhouse Canada's iShares Core US Aggregate Bond ETF position peaked at $4.03M in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.