iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
SecurityCL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionBlueSky Wealth Advisors, LLC
Latest Disclosed Ownership29,545 shares
Latest Disclosed Value $ 2,932,919
BlueSky Wealth Advisors, LLC reports 59.25% decrease in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On April 16, 2026 - BlueSky Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 29,545 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) valued at $2,932,919 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 72,500 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of -59.25% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 29,545 -42,955 -59.25 2,933 -59.51 0.3777
2026-01-26 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 72,500 -1,024 -1.39 7,241 -1.75 0.9549
2025-10-14 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 73,524 -1,041 -1.40 7,371 -0.35 0.9939
2025-07-14 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 74,565 -7,491 -9.13 7,397 -8.87 1.0745
2025-04-21 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 82,056 -5,049 -5.80 8,117 -3.84 1.2580
2025-01-16 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 87,105 -14,639 -14.39 8,440 -18.08 1.3195
2024-10-11 2024-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 101,744 -1,388 -1.35 10,304 2.92 1.6003
2024-07-17 2024-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 103,132 247 0.24 10,011 -0.65 1.6847
2024-04-12 2024-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 102,885 -225 -0.22 10,077 -1.53 7.8846
2024-02-12 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 103,110 58,301 130.11 10,234 142.89 1.9023
2023-10-18 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 44,809 -309 -0.68 4,214 -4.66 0.8617
2023-07-27 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 45,118 -12 -0.03 4,419 -1.71 0.8879
2023-05-10 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 45,130 -3,409 -7.02 4,497 -4.48 0.9299
2023-02-01 2022-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 48,539 -2,230 -4.39 4,708 -3.76 1.0410
2022-11-03 2022-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 50,769 -17,961 -26.13 4,891 -30.02 1.1349
2022-08-02 2022-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 68,730 -41,647 -37.73 6,989 -40.88 1.5511
2022-04-26 2022-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 110,377 -3,257 -2.87 11,821 -8.81 2.2963
2022-01-25 2021-12-31 13F/A-1 ISHARES TR CORE US AGGBD ET 464287226 113,634 -1,073 -0.94 12,963 -1.59 2.4016
2022-01-13 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 795,436 680,729 90,743 2.6838
2021-10-15 2021-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 114,707 -843 -0.73 13,172 -1.46 2.5791
2021-07-27 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 115,550 10,270 9.75 13,367 11.22 2.6206
2021-04-23 2021-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 105,280 -1,535 -1.44 12,018 -4.80 2.7106
2021-02-03 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 106,815 -29 -0.03 12,624 0.15 3.0482
2020-10-16 2020-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 106,844 3,904 3.79 12,605 3.58 3.2894
2020-07-14 2020-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 102,940 -9,791 -8.69 12,169 -6.44 3.4785
2020-04-21 2020-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 112,731 -3,372 -2.90 13,006 -0.68 4.7931
2020-02-12 2019-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 116,103 -1,504 -1.28 13,095 -1.89 4.2801
2019-10-15 2019-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 117,607 -8,634 -6.84 13,347 -5.05 4.5981
2019-08-05 2019-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 126,241 -2,732 -2.12 14,057 0.54 5.0019
2019-05-08 2019-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 128,973 4,592 3.69 13,981 5.49 5.0523
2019-02-01 2018-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 124,381 9,243 8.03 13,253 10.21 5.1802
2018-10-11 2018-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 115,138 3,500 3.14 12,025 1.31 4.5577
2018-07-17 2018-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 111,638 -5,939 -5.05 11,869 -5.88 4.5362
2018-04-24 2018-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 117,577 1,766 1.52 12,610 -0.41 4.8386
2018-02-02 2017-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 115,811 2,757 2.44 12,662 2.20 5.2422
2017-11-02 2017-09-30 13F/A-1 ISHARES TR CORE US AGGBD ET 464287226 113,054 2,110 1.90 12,390 1.98 5.3469
2017-10-12 2017-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 112,680 1,736 12,349
2017-07-13 2017-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 110,944 728 0.66 12,149 1.61 5.6186
2017-04-18 2017-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 110,216 -8,952 -7.51 11,957 -7.14 5.7098
2017-04-18 2016-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 119,168 119,168 12,877 6.3190
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.