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Weaver Consulting Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Weaver Consulting Group’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 		$437K Buy
4,407
+91
+2% +$9.1K 0.1% 158
2025
Q4 		$431K Buy
4,316
+838
+24% +$84.1K 0.11% 156
2025
Q3 		$349K Buy
3,478
+264
+8% +$26.2K 0.09% 168
2025
Q2 		$319K Buy
3,214
+81
+3% +$7.94K 0.09% 167
2025
Q1 		$310K Buy
3,133
+344
+12% +$33.6K 0.09% 165
2024
Q4 		$270K Sell
2,789
-111
-4% -$10.9K 0.08% 172
2024
Q3 		$294K Buy
2,900
+286
+11% +$28.5K 0.09% 163
2024
Q2 		$254K Buy
2,614
+23
+0.9% +$2.22K 0.09% 166
2024
Q1 		$254K Sell
2,591
-498
-16% -$48.7K 0.09% 166
2023
Q4 		$307K Sell
3,089
-257
-8% -$24.5K 0.12% 142
2023
Q3 		$315K Sell
3,346
-295
-8% -$28.4K 0.14% 132
2023
Q2 		$357K Sell
3,641
-311
-8% -$30.7K 0.16% 115
2023
Q1 		$394K Sell
3,952
-6,137
-61% -$607K 0.18% 109
2022
Q4 		$979K Sell
10,089
-2,387
-19% -$231K 0.5% 44
2022
Q3 		$1.2M Sell
12,476
-472
-4% -$47.7K 0.69% 32
2022
Q2 		$1.32M Buy
12,948
+629
+5% +$64.6K 0.74% 32
2022
Q1 		$1.32M Sell
12,319
-1,210
-9% -$133K 0.64% 33
2021
Q4 		$1.54M Sell
13,529
-1,671
-11% -$191K 0.74% 32
2021
Q3 		$1.75M Sell
15,200
-2,417
-14% -$280K 0.95% 30
2021
Q2 		$2.03M Sell
17,617
-11,355
-39% -$1.3M 1.14% 23
2021
Q1 		$3.3M Sell
28,972
-9,908
-25% -$1.15M 2.03% 9
2020
Q4 		$4.59M Sell
38,880
-7,702
-17% -$907K 2.87% 7
2020
Q3 		$5.5M Sell
46,582
-1,001
-2% -$119K 3.17% 6
2020
Q2 		$5.63M Sell
47,583
-1,098
-2% -$129K 3.27% 5
2020
Q1 		$5.62M Buy
48,681
+2,201
+5% +$251K 3.67% 6
2019
Q4 		$5.26M Sell
46,480
-1,200
-3% -$135K 2.82% 6
2019
Q3 		$5.3M Buy
47,680
+818
+2% +$92K 2.81% 6
2019
Q2 		$5.22M Buy
46,862
+3,561
+8% +$389K 2.85% 6
2019
Q1 		$4.77M Buy
+43,301
New +$4.64M 1.35% 14

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

Weaver Consulting Group's AGG Position: Q1 2026 in Review

Weaver Consulting Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q1 2026, buying an estimated $9.1K and bringing the position to 4,407 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #158.

Weaver Consulting Group first reported a position in AGG in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.63M in Q2 2020. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Weaver Consulting Group held 4,407 shares of iShares Core US Aggregate Bond ETF worth $437K as of Q1 2026.
  • Weaver Consulting Group bought 91 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $9.1K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Weaver Consulting Group's portfolio in Q1 2026, its #158 holding.
  • Weaver Consulting Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's iShares Core US Aggregate Bond ETF position peaked at $5.63M in Q2 2020.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.