TA
AGG icon

TruWealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TruWealth Advisors’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 		$14M Buy
140,960
+14,051
+11% +$1.41M 0.67% 51
2025
Q4 		$12.7M Buy
126,909
+6,673
+6% +$670K 0.62% 50
2025
Q3 		$12.1M Buy
120,236
+5,359
+5% +$532K 0.61% 47
2025
Q2 		$11.4M Buy
114,877
+15,078
+15% +$1.48M 0.63% 44
2025
Q1 		$9.87M Buy
99,799
+14,526
+17% +$1.42M 0.6% 47
2024
Q4 		$8.26M Buy
85,273
+8,031
+10% +$791K 0.5% 49
2024
Q3 		$7.82M Buy
77,242
+8,682
+13% +$866K 0.48% 49
2024
Q2 		$6.66M Sell
68,560
-441,840
-87% -$42.7M 0.44% 49
2024
Q1 		$50M Buy
510,400
+24,790
+5% +$2.43M 3.49% 8
2023
Q4 		$48.2M Sell
485,610
-89,274
-16% -$8.5M 3.68% 8
2023
Q3 		$54.1M Sell
574,884
-40,270
-7% -$3.88M 4.65% 4
2023
Q2 		$60.3M Buy
+615,154
New +$60.8M 5.17% 3
2022
Q3 		– Sell
-1,992
Closed -$203K – 132
2022
Q2 		$203K Buy
+1,992
New +$205K 0.02% 131
2022
Q1 		– Sell
-2,365
Closed -$270K – 124
2021
Q4 		$270K Sell
2,365
-716
-23% -$81.9K 0.03% 103
2021
Q3 		$354K Sell
3,081
-620
-17% -$71.9K 0.04% 88
2021
Q2 		$427K Sell
3,701
-2,712
-42% -$311K 0.05% 77
2021
Q1 		$730K Sell
6,413
-322,756
-98% -$37.4M 0.1% 62
2020
Q4 		$38.9M Buy
+329,169
New +$38.8M 5.8% 5

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

TruWealth Advisors's AGG Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $1.41M and bringing the position to 140,960 shares worth $14M. The position accounts for 0.67% of the portfolio, ranked #51.

TruWealth Advisors first reported a position in AGG in Q4 2020 and has held it in 18 quarters since. The position peaked at $60.3M in Q2 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • TruWealth Advisors held 140,960 shares of iShares Core US Aggregate Bond ETF worth $14M as of Q1 2026.
  • TruWealth Advisors bought 14,051 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.41M.
  • iShares Core US Aggregate Bond ETF made up 0.67% of TruWealth Advisors's portfolio in Q1 2026, its #51 holding.
  • TruWealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • TruWealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $60.3M in Q2 2023.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.