Ishares Core U.S. Aggregate Bond Etf - US ETP

$AGG

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Smart money positioned

39 of the Top-200 alpha managers hold $AGG as of the latest 13F snapshot.

13F holders

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

39 holders · Q1 2026

$AGG is held by 39 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 15.22%, with an average of 1.77% of portfolio. Largest holder: Tandem Wealth Advisors LLC at 15.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Tandem Wealth Advisors LLC

15.22% ↓ 3.9pp

α +14.1pts

Stamos Capital Partners, L.P.

Cornerstone Management, Inc.

7.05% NEW

α +12.4pts

Interactive Financial Advisors, Inc.

6.75% NEW

α +15.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 8 of 8 · Source: 13F-HR

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

—

98,454 sh

Linscomb Wealth, Inc.

0.28% of portfolio

62,822 sh

Quantum Financial Planning Services, Inc.

1.00% of portfolio

32,637 sh

Tudor Investment Corp. Et Al

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $AGG in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AGG in the recent window.

Convergence · $AGG

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:20 UTC.