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

SecurityAGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
InstitutionSigFig Wealth Management, LLC
Latest Disclosed Ownership4,114,974 shares
Latest Disclosed Value $ 408,493,863
SigFig Wealth Management, LLC reports 13.09% increase in ownership of AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF

On April 14, 2026 - SigFig Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,114,974 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) valued at $408,493,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,638,668 shares of iShares Trust - iShares Core U.S. Aggregate Bond ETF. This represents a change in shares of 13.09% during the quarter. The current value of the position is $405,324,939 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)
2026-04-14 2026-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 4,114,974 476,306 13.09 408,494 12.39 11.9756
2026-01-16 2025-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 3,638,668 165,505 4.77 363,448 4.38 10.8331
2025-10-21 2025-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 3,473,163 317,832 10.07 348,200 11.69 10.7665
2025-07-18 2025-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 3,155,331 62,495 2.02 311,747 2.22 10.3153
2025-04-09 2025-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 3,092,836 70,406 2.33 304,974 4.13 11.0231
2025-02-11 2024-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 3,022,430 116,296 4.00 292,878 -0.58 10.6020
2024-11-14 2024-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,906,134 105,626 3.77 294,597 8.50 10.6955
2024-08-09 2024-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,800,508 20,241 0.73 271,515 -0.19 10.2088
2024-05-10 2024-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,780,267 36,150 1.32 272,024 0.00 9.9825
2024-02-08 2023-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,744,117 23,218 0.85 272,020 6.31 10.3272
2023-11-13 2023-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,720,899 75,184 2.84 255,863 -1.14 10.2555
2023-07-27 2023-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,645,715 81,266 3.17 258,824 1.31 10.0342
2023-05-03 2023-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,564,449 216,153 9.20 255,489 11.43 14.0800
2023-02-03 2022-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,348,296 30,267 1.31 229,291 1.95 11.3813
2022-11-10 2022-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,318,029 114,505 5.20 224,908 -0.03 11.7905
2022-08-11 2022-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,203,524 38,968 1.80 224,966 -3.12 11.6549
2022-05-10 2022-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,164,556 42,836 2.02 232,211 -3.82 11.1545
2022-02-14 2021-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,121,720 94,002 4.64 241,428 3.69 11.2850
2021-10-13 2021-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,027,718 -50,376 -2.42 232,846 -2.85 11.6778
2021-08-10 2021-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 2,078,094 188,663 9.99 239,669 11.43 12.6729
2021-05-12 2021-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 1,889,431 -189,912 -9.13 215,081 -12.48 13.2207
2021-02-08 2020-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 2,079,343 410,783 24.62 245,756 24.56 17.7951
2020-11-13 2020-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 1,668,560 243,123 17.06 197,306 17.10 17.9597
2020-08-04 2020-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 1,425,437 105,067 7.96 168,499 10.61 18.0155
2020-05-05 2020-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 1,320,370 18,493 1.42 152,330 4.13 20.6901
2020-01-28 2019-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 1,301,877 155,802 13.59 146,291 12.79 18.0143
2019-11-12 2019-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 1,146,075 250,275 27.94 129,701 30.03 18.4651
2019-08-05 2019-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 895,800 107,870 13.69 99,747 16.07 15.5396
2019-05-01 2019-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 787,930 87,276 12.46 85,940 15.47 15.2290
2019-01-30 2018-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 700,654 60,451 9.44 74,429 10.17 15.8411
2018-10-10 2018-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 640,203 215,359 50.69 67,556 49.56 13.9729
2018-09-05 2018-06-30 13F/A-1 ISHARES TR CORE US AGGBD ET 464287226 424,844 124,177 41.30 45,171 351.62 11.6227
2018-07-13 2018-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 424,844 124,177 45,171
2018-04-25 2018-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 300,667 158,021 110.78 10,002 -35.87 5.8345
2018-01-23 2017-12-31 13F ISHARES TR CORE US AGGBD ET 464287226 142,646 73,622 106.66 15,596 106.19 7.4569
2017-10-25 2017-09-30 13F ISHARES TR CORE US AGGBD ET 464287226 69,024 9,410 15.78 7,564 15.73 5.0595
2017-08-03 2017-06-30 13F/A-1 ISHARES TR CORE US AGGBD ET 464287226 59,614 3,432 6.11 6,536 7.31 4.8170
2017-07-12 2017-06-30 13F ISHARES TR CORE US AGGBD ET 464287226 59,574 6,404
2017-04-28 2017-03-31 13F ISHARES TR CORE US AGGBD ET 464287226 56,182 -1,243 -2.16 6,091 -1.84 4.8471
2017-02-14 2016-12-31 13F ISHARES TR CORE US AGGBD ET ETF 464287226 57,425 57,425 6,205 5.3228
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.