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Triad Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Triad Wealth 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 		$2.99M Buy
30,146
+3,751
+14% +$375K 0.24% 79
2025
Q4 		$2.64M Sell
26,395
-844
-3% -$84.7K 0.25% 77
2025
Q3 		$2.73M Buy
27,239
+1,629
+6% +$162K 0.35% 61
2025
Q2 		$2.54M Sell
25,610
-1,359
-5% -$133K 0.51% 41
2025
Q1 		$2.67M Buy
26,969
+4,602
+21% +$450K 0.83% 27
2024
Q4 		$2.17M Buy
+22,367
New +$2.2M 0.78% 30
2024
Q3 		– Sell
-168
Closed -$16.3K – 70
2024
Q2 		$16.3K Buy
+168
New +$16.2K 0.01% 385

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

Triad Wealth Partners's AGG Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, buying an estimated $375K and bringing the position to 30,146 shares worth $2.99M. The position accounts for 0.24% of the portfolio, ranked #79.

Triad Wealth Partners first reported a position in AGG in Q2 2024 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Triad Wealth Partners held 30,146 shares of iShares Core US Aggregate Bond ETF worth $2.99M as of Q1 2026.
  • Triad Wealth Partners bought 3,751 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $375K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Triad Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Triad Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.