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

Waycross 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	$1.59M	Sell	16,000 -21,110	-57%	-$2.11M	0.15%	31
2025 Q4	$3.71M	Hold	37,110	–	–	0.3%	39
2025 Q3	$3.72M	Hold	37,110	–	–	0.32%	37
2025 Q2	$3.68M	Hold	37,110	–	–	0.35%	34
2025 Q1	$3.67M	Hold	37,110	–	–	0.41%	32
2024 Q4	$3.6M	Hold	37,110	–	–	0.47%	33
2024 Q3	$3.76M	Hold	37,110	–	–	0.52%	32
2024 Q2	$3.6M	Hold	37,110	–	–	0.55%	32
2024 Q1	$3.63M	Hold	37,110	–	–	0.63%	33
2023 Q4	$3.68M	Buy	+37,110	New	+$3.53M	0.69%	34
2021 Q3	–	Sell	-43,842	Closed	-$5.06M	–	88
2021 Q2	$5.06M	Buy	43,842 +3,436	+9%	+$394K	2.69%	11
2021 Q1	$4.6M	Buy	40,406 +8,068	+25%	+$934K	2.56%	10
2020 Q4	$3.82M	Buy	+32,338	New	+$3.81M	2.38%	14

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

Waycross Partners's AGG Position: Q1 2026 in Review

Waycross Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 57% in Q1 2026, selling an estimated $2.11M and leaving 16,000 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #31.

Waycross Partners first reported a position in AGG in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.06M in Q2 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Waycross Partners held 16,000 shares of iShares Core US Aggregate Bond ETF worth $1.59M as of Q1 2026.
Waycross Partners sold 21,110 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.11M.
iShares Core US Aggregate Bond ETF made up 0.15% of Waycross Partners's portfolio in Q1 2026, its #31 holding.
Waycross Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Waycross Partners's iShares Core US Aggregate Bond ETF position peaked at $5.06M in Q2 2021.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.