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Wealthspire Advisors (New York)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealthspire Advisors (New York)’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 		$14.9M Sell
149,962
-14,379
-9% -$1.44M 0.12% 88
2025
Q4 		$16.4M Sell
164,341
-201,921
-55% -$20.3M 0.13% 85
2025
Q3 		$36.7M Sell
366,262
-112,646
-24% -$11.2M 0.19% 60
2025
Q2 		$47.5M Sell
478,908
-51,770
-10% -$5.07M 0.27% 48
2025
Q1 		$52.5M Buy
530,678
+258,782
+95% +$25.3M 0.31% 47
2024
Q4 		$26.3M Sell
271,896
-6,564
-2% -$647K 0.26% 57
2024
Q3 		$28.2M Buy
278,460
+104,029
+60% +$10.4M 0.29% 54
2024
Q2 		$16.9M Sell
174,431
-10,169
-6% -$982K 0.22% 50
2024
Q1 		$18.1M Sell
184,600
-7,161
-4% -$701K 0.24% 51
2023
Q4 		$19M Sell
191,761
-30,199
-14% -$2.87M 0.27% 47
2023
Q3 		$20.9M Sell
221,960
-11,635
-5% -$1.12M 0.34% 39
2023
Q2 		$22.9M Buy
233,595
+14,933
+7% +$1.48M 0.37% 42
2023
Q1 		$21.8M Sell
218,662
-38,409
-15% -$3.8M 0.37% 42
2022
Q4 		$24.9M Buy
257,071
+32,147
+14% +$3.11M 0.45% 38
2022
Q3 		$21.7M Buy
224,924
+33,070
+17% +$3.34M 0.45% 38
2022
Q2 		$19.5M Sell
191,854
-80,470
-30% -$8.27M 0.41% 41
2022
Q1 		$29.2M Buy
272,324
+9,595
+4% +$1.06M 0.66% 25
2021
Q4 		$30M Buy
262,729
+38,472
+17% +$4.4M 0.66% 24
2021
Q3 		$25.8M Sell
224,257
-19,124
-8% -$2.22M 0.53% 32
2021
Q2 		$28.1M Sell
243,381
-9,747
-4% -$1.12M 0.74% 21
2021
Q1 		$28.8M Sell
253,128
-20,075
-7% -$2.32M 0.68% 24
2020
Q4 		$32.3M Sell
273,203
-15,190
-5% -$1.79M 0.96% 19
2020
Q3 		$34M Sell
288,393
-4,916
-2% -$583K 2.02% 13
2020
Q2 		$34.7M Sell
293,309
-3,641
-1% -$426K 2.41% 10
2020
Q1 		$34.3M Sell
296,950
-5,147
-2% -$587K 1.44% 16
2019
Q4 		$33.9M Sell
302,097
-10,681
-3% -$1.2M 2.47% 10
2019
Q3 		$35.4M Sell
312,778
-9,974
-3% -$1.12M 2.9% 10
2019
Q2 		$35.9M Sell
322,752
-16,348
-5% -$1.79M 3.13% 10
2019
Q1 		$37M Sell
339,100
-69,488
-17% -$7.45M 3.43% 10
2018
Q4 		$43.5M Buy
+408,588
New +$42.9M 4.19% 8

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

Wealthspire Advisors (New York)'s AGG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.7% in Q1 2026, selling an estimated $1.44M and leaving 149,962 shares worth $14.9M. The position accounts for 0.12% of the portfolio, ranked #88.

Wealthspire Advisors (New York) first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $52.5M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Wealthspire Advisors (New York) held 149,962 shares of iShares Core US Aggregate Bond ETF worth $14.9M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 14,379 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.44M.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #88 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s iShares Core US Aggregate Bond ETF position peaked at $52.5M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.