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Tennessee Valley Asset Management Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tennessee Valley Asset Management Partners’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 		$1.2M Buy
12,046
+278
+2% +$27.8K 0.16% 75
2025
Q4 		$1.18M Sell
11,768
-30
-0.3% -$3.01K 0.15% 74
2025
Q3 		$1.18M Buy
11,798
+5,758
+95% +$571K 0.16% 76
2025
Q2 		$599K Sell
6,040
-7,586
-56% -$743K 0.15% 45
2025
Q1 		$1.35M Sell
13,626
-5,718
-30% -$559K 0.22% 57
2024
Q4 		$1.87M Buy
19,344
+4,596
+31% +$453K 0.31% 47
2024
Q3 		$1.48M Buy
14,748
+553
+4% +$55.2K 0.24% 51
2024
Q2 		$1.38M Buy
14,195
+6,125
+76% +$591K 0.26% 52
2024
Q1 		$790K Sell
8,070
-6,802
-46% -$666K 0.19% 58
2023
Q4 		$1.48M Buy
14,872
+10,957
+280% +$1.04M 0.2% 60
2023
Q3 		$368K Sell
3,915
-10
-0.3% -$963 0.12% 81
2023
Q2 		$384K Buy
+3,925
New +$388K 0.12% 80
2023
Q1 		– Sell
-2,861
Closed -$277K – 105
2022
Q4 		$277K Sell
2,861
-3,203
-53% -$310K 0.1% 91
2022
Q3 		$584K Sell
6,064
-8,183
-57% -$828K 0.23% 52
2022
Q2 		$1.45M Buy
+14,247
New +$1.46M 0.56% 19

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

Tennessee Valley Asset Management Partners's AGG Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q1 2026, buying an estimated $27.8K and bringing the position to 12,046 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #75.

Tennessee Valley Asset Management Partners first reported a position in AGG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q4 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 12,046 shares of iShares Core US Aggregate Bond ETF worth $1.2M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 278 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $27.8K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #75 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Tennessee Valley Asset Management Partners's iShares Core US Aggregate Bond ETF position peaked at $1.87M in Q4 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.