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

Yukon Wealth 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 		$1.13M Hold
11,414
– – 0.68% 34
2025
Q4 		$1.14M Buy
11,414
+137
+1% +$13.7K 0.66% 33
2025
Q3 		$1.13M Hold
11,277
– – 0.37% 48
2025
Q2 		$1.12M Buy
11,277
+1,019
+10% +$99.8K 0.4% 48
2025
Q1 		$1.01M Buy
+10,258
New +$1M 0.42% 48

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

Yukon Wealth Management's AGG Position: Q1 2026 in Review

Yukon Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 11,414 shares worth $1.13M. The position accounts for 0.68% of the portfolio, ranked #34.

Yukon Wealth Management first reported a position in AGG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Yukon Wealth Management held 11,414 shares of iShares Core US Aggregate Bond ETF worth $1.13M as of Q1 2026.
  • Yukon Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.68% of Yukon Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Yukon Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.14M in Q4 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.