WBH Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WBH Advisory’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	$5.21M	Buy	52,656 +11,941	+29%	+$1.19M	0.39%	55
2025 Q4	$4.07M	Sell	40,715 -372	-0.9%	-$37.3K	0.3%	69
2025 Q3	$4.12M	Sell	41,087 -2,677	-6%	-$266K	0.31%	64
2025 Q2	$4.34M	Sell	43,764 -118	-0.3%	-$11.6K	0.37%	56
2025 Q1	$4.34M	Buy	43,882 +213	+0.5%	+$20.8K	0.41%	55
2024 Q4	$4.23M	Buy	43,669 +29,233	+203%	+$2.88M	0.39%	56
2024 Q3	$1.46M	Sell	14,436 -444	-3%	-$44.3K	0.14%	117
2024 Q2	$1.44M	Sell	14,880 -481	-3%	-$46.4K	0.15%	115
2024 Q1	$1.5M	Buy	15,361 +212	+1%	+$20.7K	0.15%	114
2023 Q4	$1.5M	Sell	15,149 -34,391	-69%	-$3.27M	0.17%	112
2023 Q3	$4.66M	Sell	49,540 -9,551	-16%	-$920K	0.57%	46
2023 Q2	$5.79M	Buy	59,091 +501	+0.9%	+$49.5K	0.69%	42
2023 Q1	$5.84M	Buy	+58,590	New	+$5.79M	0.73%	41
2022 Q3	$1.71M	Buy	17,703 +10,301	+139%	+$1.04M	0.25%	89
2022 Q2	$753K	Sell	7,402 -7,781	-51%	-$800K	0.1%	164
2022 Q1	$1.57M	Buy	+15,183	New	+$1.67M	0.19%	108
2021 Q4	–	Sell	-2,186	Closed	-$251K	–	308
2021 Q3	$251K	Buy	+2,186	New	+$253K	0.03%	265

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

WBH Advisory's AGG Position: Q1 2026 in Review

WBH Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q1 2026, buying an estimated $1.19M and bringing the position to 52,656 shares worth $5.21M. The position accounts for 0.39% of the portfolio, ranked #55.

WBH Advisory first reported a position in AGG in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.84M in Q1 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

WBH Advisory held 52,656 shares of iShares Core US Aggregate Bond ETF worth $5.21M as of Q1 2026.
WBH Advisory bought 11,941 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.19M.
iShares Core US Aggregate Bond ETF made up 0.39% of WBH Advisory's portfolio in Q1 2026, its #55 holding.
WBH Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 17 quarters since.
WBH Advisory's iShares Core US Aggregate Bond ETF position peaked at $5.84M in Q1 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.