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Tradition Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tradition Wealth Management’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 		$3.66M Sell
36,831
-561
-2% -$56.1K 0.26% 83
2025
Q4 		$3.73M Buy
37,392
+1,094
+3% +$110K 0.27% 85
2025
Q3 		$3.64M Sell
36,298
-5,698
-14% -$565K 0.27% 84
2025
Q2 		$4.17M Sell
41,996
-2,823
-6% -$277K 0.33% 75
2025
Q1 		$4.43M Sell
44,819
-743
-2% -$72.6K 0.39% 67
2024
Q4 		$4.41M Sell
45,562
-264
-0.6% -$26K 0.39% 65
2024
Q3 		$4.64M Sell
45,826
-398
-0.9% -$39.7K 0.41% 60
2024
Q2 		$4.49M Sell
46,224
-414
-0.9% -$40K 0.43% 57
2024
Q1 		$4.57M Buy
46,638
+23,807
+104% +$2.33M 0.46% 55
2023
Q4 		$2.27M Buy
22,831
+22,730
+22,505% +$2.16M 0.24% 78
2023
Q3 		$9K Buy
101
+26
+35% +$2.5K ﹤0.01% 1023
2023
Q2 		$7K Sell
75
-48
-39% -$4.75K ﹤0.01% 1115
2023
Q1 		$12K Buy
123
+39
+46% +$3.85K ﹤0.01% 952
2022
Q4 		$8K Hold
84
– – ﹤0.01% 940
2022
Q3 		$8K Hold
84
– – ﹤0.01% 959
2022
Q2 		$9K Sell
84
-80
-49% -$8.22K ﹤0.01% 836
2022
Q1 		$18K Buy
164
+69
+73% +$7.59K ﹤0.01% 738
2021
Q4 		$11K Sell
95
-147
-61% -$16.8K ﹤0.01% 884
2021
Q3 		$28K Buy
242
+1
+0.4% +$116 ﹤0.01% 651
2021
Q2 		$28K Buy
241
+76
+46% +$8.71K ﹤0.01% 675
2021
Q1 		$19K Buy
165
+95
+136% +$11K ﹤0.01% 637
2020
Q4 		$8K Buy
+70
New +$8.25K ﹤0.01% 772

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

Tradition Wealth Management's AGG Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q1 2026, selling an estimated $56.1K and leaving 36,831 shares worth $3.66M. The position accounts for 0.26% of the portfolio, ranked #83.

Tradition Wealth Management first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.64M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Tradition Wealth Management held 36,831 shares of iShares Core US Aggregate Bond ETF worth $3.66M as of Q1 2026.
  • Tradition Wealth Management sold 561 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $56.1K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Tradition Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Tradition Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $4.64M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.