Winthrop Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Winthrop Capital 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	$1.36M	Sell	13,676 -18,830	-58%	-$1.88M	0.35%	59
2025 Q4	$3.25M	Sell	32,506 -8,087	-20%	-$811K	0.76%	34
2025 Q3	$4.07M	Buy	40,593 +4,000	+11%	+$397K	0.98%	32
2025 Q2	$3.63M	Sell	36,593 -700	-2%	-$68.6K	0.92%	34
2025 Q1	$3.69M	Sell	37,293 -1,041	-3%	-$102K	1.01%	30
2024 Q4	$3.72M	Buy	+38,334	New	+$3.78M	0.99%	32
2024 Q1	–	Sell	-19,225	Closed	-$1.91M	–	164
2023 Q4	$1.91M	Buy	+19,225	New	+$1.83M	0.62%	37

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 $424B AUM 22.94% 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

Winthrop Capital Management's AGG Position: Q1 2026 in Review

Winthrop Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 58% in Q1 2026, selling an estimated $1.88M and leaving 13,676 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #59.

Winthrop Capital Management first reported a position in AGG in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.07M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Winthrop Capital Management held 13,676 shares of iShares Core US Aggregate Bond ETF worth $1.36M as of Q1 2026.
Winthrop Capital Management sold 18,830 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.88M.
iShares Core US Aggregate Bond ETF made up 0.35% of Winthrop Capital Management's portfolio in Q1 2026, its #59 holding.
Winthrop Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares Core US Aggregate Bond ETF position peaked at $4.07M in Q3 2025.
2,073 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.