iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
SecurityCL:AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership91,727 shares
Latest Disclosed Value $ 9,105,672
Westside Investment Management, Inc. reports 2.35% increase in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 91,727 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) valued at $9,105,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 89,622 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 2.35% 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)
2026-05-04 2026-03-31 13F ISHARES CORE ETF 464287226 91,727 2,105 2.35 9,106 1.72 0.6786
2026-01-23 2025-12-31 13F ISHARES CORE ETF 464287226 89,622 2,250 2.58 8,951 2.20 0.7657
2025-11-04 2025-09-30 13F ISHARES CORE ETF 464287226 87,372 6,555 8.11 8,759 9.26 1.3993
2025-08-05 2025-06-30 13F ISHARES CORE ETF 464287226 80,817 2,131 2.71 8,016 2.99 1.4866
2025-04-25 2025-03-31 13F ISHARES CORE ETF 464287226 78,686 1,554 2.01 7,784 4.13 1.6581
2025-01-17 2024-12-31 13F ISHACOM CORE ETF 464287226 77,132 2,790 3.75 7,474 -0.62 1.5752
2024-11-20 2024-09-30 13F ISHARES CORE ETF 464287226 74,342 676 0.92 7,521 5.16 1.6015
2024-07-17 2024-06-30 13F ISHARES CORE ETF 464287226 73,666 2,953 4.18 7,152 3.28 1.6370
2024-04-19 2024-03-31 13F ISHARES CORE ETF 464287226 70,713 1,080 1.55 6,925 0.20 1.6601
2024-01-12 2023-12-31 13F ISHARES CORE ETF 464287226 69,633 -634 -0.90 6,911 4.60 1.7671
2023-11-15 2023-09-30 13F ISHARES CORE ETF 464287226 70,267 3,289 4.91 6,608 0.72 1.9027
2023-07-14 2023-06-30 13F ISHARES CORE ETF 464287226 66,978 3,087 4.83 6,560 3.11 1.8523
2023-05-17 2023-03-31 13F ISHARES CORE ETF 464287226 63,891 1,580 2.54 6,363 3,474.16 1.8683
2023-01-31 2022-12-31 13F ISHARES CORE ETF 464287226 62,311 -6,981 -10.07 179 35.88 0.4402
2022-11-09 2022-09-30 13F ISHARES CORE ETF 464287226 69,292 -1,790 -2.52 132 -5.76 0.3150
2022-07-15 2022-06-30 13F ISHARES CORE ETF 464287226 71,082 144 0.20 139 -4.79 0.3152
2022-04-25 2022-03-31 13F ISHARES CORE ETF 464287226 70,938 1,480 2.13 147 -6.41 0.3220
2022-02-15 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 69,458 3,971 6.06 156 0.00 0.3560
2021-10-27 2021-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 65,487 5,270 8.75 157 7.59 0.3611
2021-07-28 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 60,217 13,788 29.70 145 2.84 0.3366
2021-04-14 2021-03-31 13F ISHARES TR CORE US AGGBD ETF 464287226 46,429 488 1.06 142 -4.08 0.3740
2021-01-15 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 45,941 751 1.66 147 0.68 0.4033
2020-10-14 2020-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 45,190 853 1.92 147 0.00 0.0668
2020-07-21 2020-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 44,337 693 1.59 147 2.10 0.0866
2020-04-16 2020-03-31 13F ISHARES TR CORE US AGGBD ETF 464287226 43,644 -38,847 -47.09 143 1,488.89 0.0979
2019-07-24 2019-06-30 13F ISHARES CORE ETF 464287226 82,491 1,020 1.25 9 -99.90 0.0203
2019-02-05 2018-12-31 13F ISHARES CORE ETF 464287226 81,471 81,471 8,676 3.1772
2018-11-08 2018-09-30 13F ISHARES CORE ETF 464287226 0 -80,760 -100.00 0 -100.00
2018-08-13 2018-06-30 13F ISHARES CORE ETF 464287226 80,760 673 0.84 8,560 -0.02 3.0124
2018-04-16 2018-03-31 13F ISHARES CORE AGG BOND ETF 464287226 80,087 3,343 4.36 8,561 2.34 4.7033
2018-02-15 2017-12-31 13F ISHARES CORE AGGREGATE ETF 464287226 76,744 -4,147 -5.13 8,366 -5.49 4.5320
2017-11-13 2017-09-30 13F ISHARES CORE ETF 464287226 80,891 595 0.74 8,852 1.18 5.3427
2017-09-14 2017-06-30 13F/A-1 ISHARES CORE ETF 464287226 80,296 9,581 13.55 8,748 13.82 5.7089
2017-08-15 2017-06-30 13F ISHARES AGG BOND ETF 464287226 109,385 38,670 7,768
2017-05-11 2017-03-31 13F ISHARES CORE US AGGREGATE BOND ETF 464287226 70,715 -103,382 -59.38 7,686 -39.00 3.6702
2017-05-11 2016-12-31 13F ISHARES CORE ETF 464287226 174,097 174,097 12,602 8.5744
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.