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Wealth Management Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Management Associates’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 		$3.74M Buy
37,657
+912
+2% +$91.2K 1.29% 18
2025
Q4 		$3.67M Buy
36,745
+1,960
+6% +$197K 1.28% 18
2025
Q3 		$3.49M Buy
34,785
+1,841
+6% +$183K 1.24% 18
2025
Q2 		$3.27M Buy
32,944
+1,241
+4% +$122K 1.27% 16
2025
Q1 		$3.14M Buy
31,703
+3,157
+11% +$309K 1.34% 17
2024
Q4 		$2.77M Buy
28,546
+978
+4% +$96.3K 1.18% 21
2024
Q3 		$2.79M Buy
27,568
+870
+3% +$86.8K 1.23% 16
2024
Q2 		$2.59M Hold
26,698
– – 1.22% 17
2024
Q1 		$2.59M Buy
26,698
+801
+3% +$78.4K 1.22% 17
2023
Q4 		$2.57M Sell
25,897
-863
-3% -$82.1K 1.36% 14
2023
Q3 		$2.52M Buy
26,760
+215
+0.8% +$20.7K 1.47% 15
2023
Q2 		$2.6M Buy
26,545
+114
+0.4% +$11.3K 1.47% 15
2023
Q1 		$2.63M Buy
26,431
+1,726
+7% +$171K 1.63% 13
2022
Q4 		$2.4M Buy
24,705
+867
+4% +$83.9K 1.6% 13
2022
Q3 		$2.3M Buy
23,838
+1,342
+6% +$136K 1.62% 12
2022
Q2 		$2.29M Buy
22,496
+353
+2% +$36.3K 1.56% 14
2022
Q1 		$2.37M Sell
22,143
-24
-0.1% -$2.64K 1.35% 14
2021
Q4 		$2.53M Buy
22,167
+441
+2% +$50.5K 1.36% 14
2021
Q3 		$2.49M Buy
21,726
+1,042
+5% +$121K 1.46% 14
2021
Q2 		$2.39M Buy
20,684
+1,932
+10% +$221K 1.35% 14
2021
Q1 		$2.13M Sell
18,752
-415
-2% -$48.1K 1.36% 14
2020
Q4 		$2.27M Sell
19,167
-1,445
-7% -$170K 1.49% 12
2020
Q3 		$2.43M Sell
20,612
-279
-1% -$33.1K 1.88% 13
2020
Q2 		$2.47M Buy
20,891
+29
+0.1% +$3.4K 2.08% 12
2020
Q1 		$2.41M Buy
20,862
+367
+2% +$41.8K 2.43% 12
2019
Q4 		$2.3M Buy
20,495
+223
+1% +$25.1K 1.65% 16
2019
Q3 		$2.29M Buy
20,272
+2,174
+12% +$244K 1.85% 15
2019
Q2 		$2.02M Sell
18,098
-3
-0% -$328 2.01% 16
2019
Q1 		$1.97M Buy
18,101
+1,152
+7% +$124K 2.15% 14
2018
Q4 		$1.8M Buy
+16,949
New +$1.78M 2.43% 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

Wealth Management Associates's AGG Position: Q1 2026 in Review

Wealth Management Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q1 2026, buying an estimated $91.2K and bringing the position to 37,657 shares worth $3.74M. The position accounts for 1.29% of the portfolio, ranked #18.

Wealth Management Associates first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Wealth Management Associates held 37,657 shares of iShares Core US Aggregate Bond ETF worth $3.74M as of Q1 2026.
  • Wealth Management Associates bought 912 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $91.2K.
  • iShares Core US Aggregate Bond ETF made up 1.29% of Wealth Management Associates's portfolio in Q1 2026, its #18 holding.
  • Wealth Management Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.