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

W Advisors LLC’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 		$358K Sell
3,605
-41
-1% -$4.1K 0.18% 100
2025
Q4 		$364K Sell
3,646
-23
-0.6% -$2.31K 0.18% 96
2025
Q3 		$368K Hold
3,669
– – 0.19% 97
2025
Q2 		$364K Sell
3,669
-26
-0.7% -$2.55K 0.21% 93
2025
Q1 		$366K Buy
3,695
+66
+2% +$6.45K 0.23% 86
2024
Q4 		$352K Hold
3,629
– – 0.22% 88
2024
Q3 		$368K Sell
3,629
-11
-0.3% -$1.1K 0.23% 83
2024
Q2 		$353K Sell
3,640
-21
-0.6% -$2.03K 0.23% 77
2024
Q1 		$359K Sell
3,661
-1,358
-27% -$133K 0.25% 81
2023
Q4 		$498K Buy
5,019
+1,347
+37% +$128K 0.37% 62
2023
Q3 		$345K Sell
3,672
-4,479
-55% -$431K 0.28% 72
2023
Q2 		$798K Sell
8,151
-188
-2% -$18.6K 0.63% 40
2023
Q1 		$831K Sell
8,339
-2,153
-21% -$213K 0.69% 39
2022
Q4 		$1.02M Buy
10,492
+4,083
+64% +$395K 0.85% 31
2022
Q3 		$617K Buy
6,409
+989
+18% +$100K 0.57% 47
2022
Q2 		$551K Sell
5,420
-1,133
-17% -$116K 0.48% 54
2022
Q1 		$702K Buy
6,553
+653
+11% +$71.9K 0.53% 48
2021
Q4 		$673K Buy
+5,900
New +$675K 0.5% 46

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

W Advisors LLC's AGG Position: Q1 2026 in Review

W Advisors LLC reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.1% in Q1 2026, selling an estimated $4.1K and leaving 3,605 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #100.

W Advisors LLC first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • W Advisors LLC held 3,605 shares of iShares Core US Aggregate Bond ETF worth $358K as of Q1 2026.
  • W Advisors LLC sold 41 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $4.1K.
  • iShares Core US Aggregate Bond ETF made up 0.18% of W Advisors LLC's portfolio in Q1 2026, its #100 holding.
  • W Advisors LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's iShares Core US Aggregate Bond ETF position peaked at $1.02M in Q4 2022.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.