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Westmount Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Westmount Partners’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 		– Sell
-3,440
Closed -$344K – 266
2025
Q4 		$344K Hold
3,440
– – 0.09% 177
2025
Q3 		$345K Buy
3,440
+76
+2% +$7.54K 0.09% 178
2025
Q2 		$334K Sell
3,364
-80
-2% -$7.84K 0.09% 175
2025
Q1 		$341K Buy
+3,444
New +$337K 0.1% 165

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

Westmount Partners's AGG Position: Q1 2026 in Review

Westmount Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 3,440 shares — an estimated $344K sold.

Westmount Partners first reported a position in AGG in Q1 2025 and held it in 4 quarters. The position peaked at $345K in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Westmount Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westmount Partners sold 3,440 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $344K.
  • Westmount Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Westmount Partners's iShares Core US Aggregate Bond ETF position peaked at $345K in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.