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Wayfinding Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wayfinding Financial’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 		$8.96M Buy
90,295
+12,058
+15% +$1.21M 3.89% 7
2025
Q4 		$7.81M Sell
78,237
-5,513
-7% -$553K 3.31% 7
2025
Q3 		$8.4M Buy
83,750
+1,195
+1% +$119K 3.61% 7
2025
Q2 		$8.19M Buy
82,555
+18,684
+29% +$1.83M 3.66% 6
2025
Q1 		$6.32M Buy
63,871
+8,648
+16% +$845K 2.77% 7
2024
Q4 		$5.35M Buy
55,223
+6,019
+12% +$593K 2.86% 7
2024
Q3 		$4.98M Buy
49,204
+1,676
+4% +$167K 3.71% 7
2024
Q2 		$4.61M Buy
47,528
+5,784
+14% +$558K 2.6% 8
2024
Q1 		$4.02M Buy
41,744
+1,675
+4% +$164K 2.35% 11
2023
Q4 		$3.98M Buy
40,069
+23,240
+138% +$2.21M 2.71% 8
2023
Q3 		$1.57M Sell
16,829
-653
-4% -$62.9K 1.19% 19
2023
Q2 		$1.71M Sell
17,482
-4,871
-22% -$482K 1.18% 19
2023
Q1 		$2.23M Buy
+22,353
New +$2.21M 1.69% 13

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

Wayfinding Financial's AGG Position: Q1 2026 in Review

Wayfinding Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2026, buying an estimated $1.21M and bringing the position to 90,295 shares worth $8.96M. The position accounts for 3.89% of the portfolio, ranked #7.

Wayfinding Financial first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Wayfinding Financial held 90,295 shares of iShares Core US Aggregate Bond ETF worth $8.96M as of Q1 2026.
  • Wayfinding Financial bought 12,058 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.21M.
  • iShares Core US Aggregate Bond ETF made up 3.89% of Wayfinding Financial's portfolio in Q1 2026, its #7 holding.
  • Wayfinding Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.