iShares Trust - iShares Core U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US4642872265

SecurityAGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership6,458 shares
Latest Disclosed Value $ 641,086
Cambridge Advisors Inc. ownership in AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 6,458 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) valued at $641,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,458 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $636,113 USD.

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 6,458 0 0.00 641 -0.62 0.1244
2026-01-21 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 0 0.00 645 -0.31 0.1228
2025-10-15 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 0 0.00 647 1.09 0.1265
2025-07-16 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 0 0.00 641 0.31 0.1339
2025-04-24 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 0 0.00 639 2.08 0.1399
2025-01-16 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 0 0.00 626 -4.43 0.1397
2024-10-23 2024-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 0 0.00 654 4.47 0.1429
2024-07-11 2024-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 6,458 108 1.70 627 0.81 0.1457
2024-04-16 2024-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 6,350 0 0.00 622 -1.43 0.1467
2024-01-17 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 6,350 -200 -3.05 630 2.44 0.1583
2023-10-18 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 6,550 0 0.00 616 -4.06 0.1654
2023-07-13 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 6,550 -600 -8.39 642 -9.97 0.1642
2023-04-13 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 7,150 0 0.00 712 2.74 0.1824
2023-01-23 2022-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 7,150 -446 -5.87 693 -5.33 0.1861
2022-10-17 2022-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 7,596 -1,340 -15.00 732 -19.47 0.2098
2022-07-18 2022-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,936 0 0.00 909 -5.02 0.2484
2022-05-05 2022-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,936 0 0.00 957 -6.08 0.2281
2022-01-14 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,936 -150 -1.65 1,019 -2.30 0.2302
2021-10-19 2021-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 0 0.00 1,043 -0.48 0.2541
2021-07-21 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 0 0.00 1,048 1.35 0.2534
2021-04-22 2021-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 0 0.00 1,034 -3.72 0.2642
2021-01-25 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 -48 -0.53 1,074 -0.37 0.2891
2020-10-15 2020-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 9,134 48 0.53 1,078 0.37 0.3175
2020-07-17 2020-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 0 0.00 1,074 2.48 0.3363
2020-04-21 2020-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 0 0.00 1,048 2.64 0.3818
2020-01-28 2019-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 9,086 446 5.16 1,021 4.40 0.3115
2019-10-25 2019-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 0 0.00 978 1.66 0.3226
2019-07-26 2019-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 0 0.00 962 2.12 0.3175
2019-04-16 2019-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 0 0.00 942 2.39 0.3208
2019-01-29 2018-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 0 0.00 920 0.88 0.3423
2018-10-24 2018-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 0 0.00 912 -0.76 0.3080
2018-07-30 2018-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 0 0.00 919 -0.86 0.3249
2018-04-18 2018-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,640 -45 -0.52 927 -2.42 0.3324
2018-01-26 2017-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 950 -0.21 0.3428
2017-10-27 2017-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 952 0.11 0.3661
2017-07-24 2017-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 951 0.96 0.3844
2017-04-20 2017-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 942 0.32 0.3885
2017-01-24 2016-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 939 -3.79 0.4150
2016-10-21 2016-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 976 -0.20 0.4319
2016-07-26 2016-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 978 1.56 0.4469
2016-04-25 2016-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 8,685 0 0.00 963 2.67 0.4469
2016-01-28 2015-12-31 13F iShares Core US Aggregate Bond Fd CORE US AGGBD ET 464287226 8,685 0 0.00 938 -1.47 0.5317
2015-10-23 2015-09-30 13F iShares Core US Aggregate Bond Fd Common Stock 464287226 8,685 0 0.00 952 0.74 0.5623
2015-07-28 2015-06-30 13F iShares Core US Aggregate Bond Fd Common Stock 464287226 8,685 0 0.00 945 -2.38 0.5325
2015-05-06 2015-03-31 13F iShares Core US Aggregate Bond Fd Common Stock 464287226 8,685 0 0.00 968 1.26 0.5621
2015-02-17 2014-12-31 13F iShares Core US Aggregate Bond Fd Common Stock 464287226 8,685 8,685 956 0.5847
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.