WealthTrust Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WealthTrust Asset 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	$5.26M	Sell	53,037 -989	-2%	-$98.9K	3.14%	6
2025 Q4	$5.4M	Buy	54,026 +1,587	+3%	+$159K	3.77%	4
2025 Q3	$5.26M	Buy	52,439 +98	+0.2%	+$9.72K	3.64%	5
2025 Q2	$5.19M	Sell	52,341 -6,703	-11%	-$657K	3.88%	5
2025 Q1	$5.84M	Sell	59,044 -423	-0.7%	-$41.4K	4.33%	3
2024 Q4	$5.76M	Buy	59,467 +198	+0.3%	+$19.5K	4.14%	3
2024 Q3	$6M	Sell	59,269 -4,382	-7%	-$437K	4.47%	4
2024 Q2	$6.18M	Buy	+63,651	New	+$6.14M	4.51%	3

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

WealthTrust Asset Management's AGG Position: Q1 2026 in Review

WealthTrust Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q1 2026, selling an estimated $98.9K and leaving 53,037 shares worth $5.26M. The position accounts for 3.14% of the portfolio, ranked #6.

WealthTrust Asset Management first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.18M in Q2 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

WealthTrust Asset Management held 53,037 shares of iShares Core US Aggregate Bond ETF worth $5.26M as of Q1 2026.
WealthTrust Asset Management sold 989 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $98.9K.
iShares Core US Aggregate Bond ETF made up 3.14% of WealthTrust Asset Management's portfolio in Q1 2026, its #6 holding.
WealthTrust Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
WealthTrust Asset Management's iShares Core US Aggregate Bond ETF position peaked at $6.18M in Q2 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.