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Wood Tarver Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wood Tarver Financial 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 		$414K Buy
4,179
+9
+0.2% +$900 0.11% 101
2025
Q4 		$416K Sell
4,170
-23
-0.5% -$2.31K 0.12% 102
2025
Q3 		$420K Sell
4,193
-170
-4% -$16.9K 0.12% 101
2025
Q2 		$432K Sell
4,363
-168
-4% -$16.5K 0.13% 91
2025
Q1 		$448K Sell
4,531
-1,244
-22% -$122K 0.15% 87
2024
Q4 		$559K Buy
+5,775
New +$569K 0.19% 71

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

Wood Tarver Financial Group's AGG Position: Q1 2026 in Review

Wood Tarver Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.22% in Q1 2026, buying an estimated $900 and bringing the position to 4,179 shares worth $414K. The position accounts for 0.11% of the portfolio, ranked #101.

Wood Tarver Financial Group first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $559K in Q4 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Wood Tarver Financial Group held 4,179 shares of iShares Core US Aggregate Bond ETF worth $414K as of Q1 2026.
  • Wood Tarver Financial Group bought 9 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $900.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Wood Tarver Financial Group's portfolio in Q1 2026, its #101 holding.
  • Wood Tarver Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's iShares Core US Aggregate Bond ETF position peaked at $559K in Q4 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.