iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
SecurityCL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership405,504 shares
Latest Disclosed Value $ 40,254,386
Wealthcare Advisory Partners LLC reports 4.99% increase in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 405,504 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) valued at $40,254,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 386,240 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 4.99% 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)
2026-04-14 2026-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 405,504 19,264 4.99 40,254 4.35 0.7827
2026-01-14 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 386,240 -32,416 -7.74 38,578 -8.08 0.7578
2025-11-07 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 418,656 19,471 4.88 41,970 5.99 0.8743
2025-07-22 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 399,185 22,929 6.09 39,599 6.39 0.9034
2025-04-15 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 376,256 42,230 12.64 37,219 14.99 0.9985
2025-01-15 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 334,026 -19,161 -5.43 32,367 -9.51 0.8988
2024-11-04 2024-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 353,187 6,147 1.77 35,767 6.17 1.0190
2024-08-12 2024-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 347,040 16,970 5.14 33,687 4.21 1.0525
2024-04-15 2024-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 330,070 69,725 26.78 32,327 25.11 1.0600
2024-02-06 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 260,345 62,034 31.28 25,839 38.55 1.0274
2023-10-12 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 198,311 -26,888 -11.94 18,649 -15.45 0.8565
2023-07-17 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 225,199 68,365 43.59 22,058 41.16 0.9865
2023-05-04 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 156,834 79,535 102.89 15,627 108.43 0.6716
2023-02-13 2022-12-31 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 77,299 14,635 23.35 7,497 24.18 0.3582
2022-11-14 2022-09-30 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 62,664 3,371 5.69 6,037 0.13 0.3444
2022-08-15 2022-06-30 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 59,293 5,944 11.14 6,029 5.51 0.3648
2022-04-15 2022-03-31 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 53,349 -3,077 -5.45 5,714 -11.23 0.3470
2022-02-11 2021-12-31 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 56,426 -878 -1.53 6,437 -2.17 0.3850
2021-11-15 2021-09-30 13F ISHARES CORE US AGGREGATE BOND ETF Equity 464287226 57,304 11,930 26.29 6,580 25.74 0.4302
2021-08-16 2021-06-30 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 45,374 4,689 11.53 5,233 13.00 0.3502
2021-04-30 2021-03-31 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 40,685 1,930 4.98 4,631 1.09 0.3354
2021-02-12 2020-12-31 13F ISHARES CORE US AGGREGATE BOND ETF COMMON 464287226 38,755 1,911 5.19 4,581 5.31 0.4069
2020-10-29 2020-09-30 13F ISHARES CORE US AGGREGATE BOND COMMON 464287226 36,844 912 2.54 4,350 2.43 0.4770
2020-07-29 2020-06-30 13F ISHARES CORE US AGGREGATE BOND COMMON 464287226 35,932 -12,398 -25.65 4,247 -23.83 0.5293
2020-04-29 2020-03-31 13F ISHARES CORE US AGGREGATE BOND COMMON 464287226 48,330 -292,147 -85.81 5,576 -85.43 0.8174
2020-01-29 2019-12-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 340,477 24,871 7.88 38,259 7.12 4.8636
2019-10-16 2019-09-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 315,606 21,734 7.40 35,717 9.15 5.1829
2019-07-30 2019-06-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 293,872 12,308 4.37 32,723 6.55 5.1840
2019-05-13 2019-03-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 281,564 14,748 5.53 30,710 8.08 5.2379
2019-02-14 2018-12-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 266,816 411 0.15 28,413 1.07 5.5137
2018-11-14 2018-09-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 266,405 16,197 6.47 28,111 5.67 5.1618
2018-08-13 2018-06-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 250,208 14,723 6.25 26,602 5.33 5.2147
2018-05-14 2018-03-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 235,485 12,543 5.63 25,256 3.62 5.7066
2018-02-14 2017-12-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 222,942 19,700 9.69 24,374 9.43 6.2680
2017-11-15 2017-09-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 203,242 18,342 9.92 22,273 10.00 6.6178
2017-08-28 2017-06-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 184,900 20,932 12.77 20,248 13.82 9.8375
2017-04-11 2017-03-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 163,968 9,064 5.85 17,789 6.27 9.7098
2017-01-11 2016-12-31 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 154,904 13,294 9.39 16,739 5.14 9.9013
2016-10-14 2016-09-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 141,610 16,477 13.17 15,920 12.97 10.3381
2016-08-25 2016-06-30 13F BARCLAYS AGGREGATE BOND FUND COMMON 464287226 125,133 125,133 14,092 9.9223
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.