United Advisor Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

United Advisor Group’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	$4.58M	Buy	46,115 +737	+2%	+$73.7K	0.56%	41
2025 Q4	$4.53M	Sell	45,378 -118	-0.3%	-$11.8K	0.57%	38
2025 Q3	$4.56M	Buy	45,496 +17,757	+64%	+$1.76M	0.61%	36
2025 Q2	$2.75M	Buy	27,739 +1,816	+7%	+$178K	0.48%	57
2025 Q1	$2.56M	Buy	25,923 +595	+2%	+$58.2K	0.53%	48
2024 Q4	$2.45M	Buy	25,328 +988	+4%	+$97.3K	0.49%	50
2024 Q3	$2.46M	Buy	24,340 +3,189	+15%	+$318K	0.56%	49
2024 Q2	$2.05M	Buy	21,151 +3,349	+19%	+$323K	0.64%	44
2024 Q1	$1.74M	Buy	17,802 +12,478	+234%	+$1.22M	0.66%	48
2023 Q4	$529K	Buy	+5,324	New	+$507K	0.64%	29

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

United Advisor Group's AGG Position: Q1 2026 in Review

United Advisor Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q1 2026, buying an estimated $73.7K and bringing the position to 46,115 shares worth $4.58M. The position accounts for 0.56% of the portfolio, ranked #41.

United Advisor Group first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

United Advisor Group held 46,115 shares of iShares Core US Aggregate Bond ETF worth $4.58M as of Q1 2026.
United Advisor Group bought 737 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $73.7K.
iShares Core US Aggregate Bond ETF made up 0.56% of United Advisor Group's portfolio in Q1 2026, its #41 holding.
United Advisor Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.