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Westshore Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Westshore Wealth’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 		$336K Hold
3,389
– – 0.12% 72
2025
Q4 		$338K Hold
3,389
– – 0.11% 72
2025
Q3 		$340K Buy
3,389
+1
+0% +$99 0.12% 72
2025
Q2 		$336K Sell
3,388
-31
-0.9% -$3.04K 0.13% 69
2025
Q1 		$338K Buy
3,419
+2
+0.1% +$196 0.14% 66
2024
Q4 		$331K Buy
3,417
+23
+0.7% +$2.27K 0.13% 64
2024
Q3 		$344K Buy
3,394
+6
+0.2% +$599 0.14% 60
2024
Q2 		$329K Sell
3,388
-2,817
-45% -$272K 0.14% 58
2024
Q1 		$608K Buy
6,205
+3,058
+97% +$299K 0.25% 31
2023
Q4 		$312K Sell
3,147
-38
-1% -$3.62K 0.14% 54
2023
Q3 		$300K Sell
3,185
-853
-21% -$82.2K 0.17% 50
2023
Q2 		$396K Sell
4,038
-1,507
-27% -$149K 0.2% 43
2023
Q1 		$553K Sell
5,545
-145
-3% -$14.3K 0.29% 37
2022
Q4 		$552K Sell
5,690
-399
-7% -$38.6K 0.31% 34
2022
Q3 		$587K Buy
6,089
+268
+5% +$27.1K 0.4% 25
2022
Q2 		$592K Buy
5,821
+2,305
+66% +$237K 0.39% 28
2022
Q1 		$377K Sell
3,516
-696
-17% -$76.6K 0.25% 51
2021
Q4 		$481K Sell
4,212
-265
-6% -$30.3K 0.33% 40
2021
Q3 		$514K Buy
4,477
+155
+4% +$18K 0.42% 33
2021
Q2 		$498K Buy
4,322
+1,342
+45% +$154K 0.26% 69
2021
Q1 		$339K Buy
+2,980
New +$345K 0.19% 82

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

Westshore Wealth's AGG Position: Q1 2026 in Review

Westshore Wealth held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 3,389 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #72.

Westshore Wealth first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $608K in Q1 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Westshore Wealth held 3,389 shares of iShares Core US Aggregate Bond ETF worth $336K as of Q1 2026.
  • Westshore Wealth left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Westshore Wealth's portfolio in Q1 2026, its #72 holding.
  • Westshore Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Westshore Wealth's iShares Core US Aggregate Bond ETF position peaked at $608K in Q1 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.