WealthBridge Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthBridge Capital Management’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	$257K	Sell	2,587 -478	-16%	-$47.8K	0.06%	195
2025 Q4	$306K	Sell	3,065 -525	-15%	-$52.7K	0.07%	167
2025 Q3	$360K	Buy	+3,590	New	+$356K	0.08%	153
2019 Q2	–	Sell	-568	Closed	-$62K	–	125
2019 Q1	$62K	Hold	568	–	–	0.04%	254
2018 Q4	$60K	Buy	+568	New	+$59.6K	0.05%	221

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

WealthBridge Capital Management's AGG Position: Q1 2026 in Review

WealthBridge Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q1 2026, selling an estimated $47.8K and leaving 2,587 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #195.

WealthBridge Capital Management first reported a position in AGG in Q4 2018 and has held it in 5 quarters since. The position peaked at $360K in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

WealthBridge Capital Management held 2,587 shares of iShares Core US Aggregate Bond ETF worth $257K as of Q1 2026.
WealthBridge Capital Management sold 478 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $47.8K.
iShares Core US Aggregate Bond ETF made up 0.06% of WealthBridge Capital Management's portfolio in Q1 2026, its #195 holding.
WealthBridge Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 5 quarters since.
WealthBridge Capital Management's iShares Core US Aggregate Bond ETF position peaked at $360K in Q3 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.