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ABLE Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ABLE Financial Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Buy
7,869
+313
+4% +$31K 0.13% 112
2026
Q1 		$750K Sell
7,556
-368
-5% -$36.8K 0.15% 107
2025
Q4 		$791K Buy
7,924
+28
+0.4% +$2.81K 0.16% 96
2025
Q3 		$792K Sell
7,896
-1,705
-18% -$169K 0.17% 91
2025
Q2 		$952K Sell
9,601
-1,703
-15% -$167K 0.23% 82
2025
Q1 		$1.12M Buy
11,304
+1,372
+14% +$134K 0.31% 60
2024
Q4 		$962K Sell
9,932
-89,332
-90% -$8.8M 0.28% 68
2024
Q3 		$10.1M Buy
99,264
+6,221
+7% +$621K 3.11% 8
2024
Q2 		$9.03M Buy
93,043
+16,108
+21% +$1.55M 3.26% 7
2024
Q1 		$7.54M Buy
76,935
+6,848
+10% +$670K 2.96% 8
2023
Q4 		$6.96M Sell
70,087
-5,535
-7% -$527K 3.01% 9
2023
Q3 		$7.11M Buy
75,622
+5,734
+8% +$552K 3.55% 8
2023
Q2 		$6.85M Buy
69,888
+20,500
+42% +$2.03M 3.54% 7
2023
Q1 		$4.92M Buy
+49,388
New +$4.88M 3.21% 8

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ABLE Financial Group's AGG Position: Q2 2026 in Review

ABLE Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.1% in Q2 2026, buying an estimated $31K and bringing the position to 7,869 shares worth $779K. The position accounts for 0.13% of the portfolio, ranked #112.

ABLE Financial Group first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • ABLE Financial Group held 7,869 shares of iShares Core US Aggregate Bond ETF worth $779K as of Q2 2026.
  • ABLE Financial Group bought 313 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $31K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of ABLE Financial Group's portfolio in Q2 2026, its #112 holding.
  • ABLE Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q3 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.