Willis Johnson & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Willis Johnson & Associates’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	$574K	Buy	5,781 +334	+6%	+$33.4K	0.03%	106
2025 Q4	$544K	Buy	5,447 +490	+10%	+$49.2K	0.03%	101
2025 Q3	$497K	Buy	4,957 +175	+4%	+$17.4K	0.03%	102
2025 Q2	$474K	Buy	4,782 +309	+7%	+$30.3K	0.03%	101
2025 Q1	$442K	Sell	4,473 -3,605	-45%	-$352K	0.03%	98
2024 Q4	$783K	Buy	8,078 +3,644	+82%	+$359K	0.06%	73
2024 Q3	$449K	Buy	4,434 +362	+9%	+$36.1K	0.03%	99
2024 Q2	$395K	Buy	4,072 +71	+2%	+$6.85K	0.03%	101
2024 Q1	$392K	Buy	4,001 +201	+5%	+$19.7K	0.03%	102
2023 Q4	$377K	Buy	+3,800	New	+$362K	0.03%	97
2023 Q3	–	Sell	-2,077	Closed	-$203K	–	129
2023 Q2	$203K	Sell	2,077 -5	-0.2%	-$494	0.02%	127
2023 Q1	$207K	Sell	2,082 -206	-9%	-$20.4K	0.02%	114
2022 Q4	$222K	Buy	+2,288	New	+$221K	0.03%	105

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

Willis Johnson & Associates's AGG Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q1 2026, buying an estimated $33.4K and bringing the position to 5,781 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #106.

Willis Johnson & Associates first reported a position in AGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $783K in Q4 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Willis Johnson & Associates held 5,781 shares of iShares Core US Aggregate Bond ETF worth $574K as of Q1 2026.
Willis Johnson & Associates bought 334 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $33.4K.
iShares Core US Aggregate Bond ETF made up 0.03% of Willis Johnson & Associates's portfolio in Q1 2026, its #106 holding.
Willis Johnson & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Willis Johnson & Associates's iShares Core US Aggregate Bond ETF position peaked at $783K in Q4 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.