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AFT Forsyth & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AFT Forsyth & Company’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
Q1 		$256K Buy
2,581
+1
+0% +$100 0.12% 111
2025
Q4 		$258K Buy
+2,580
New +$259K 0.11% 111
2022
Q3 		– Sell
-2,027
Closed -$206K – 129
2022
Q2 		$206K Sell
2,027
-1,999
-50% -$205K 0.17% 134
2022
Q1 		$431K Buy
4,026
+1
+0% +$110 0.27% 98
2021
Q4 		$459K Sell
4,025
-170
-4% -$19.4K 0.24% 108
2021
Q3 		$482K Hold
4,195
– – 0.26% 106
2021
Q2 		$484K Hold
4,195
– – 0.26% 109
2021
Q1 		$478K Hold
4,195
– – 0.29% 109
2020
Q4 		$496K Hold
4,195
– – 0.31% 103
2020
Q3 		$495K Buy
4,195
+2,215
+112% +$263K 0.37% 80
2020
Q2 		$234K Sell
1,980
-70
-3% -$8.2K 0.2% 112
2020
Q1 		$237K Hold
2,050
– – 0.24% 111
2019
Q4 		$230K Sell
2,050
-90
-4% -$10.1K 0.18% 128
2019
Q3 		$242K Hold
2,140
– – 0.2% 122
2019
Q2 		$238K Buy
2,140
+60
+3% +$6.56K 0.2% 125
2019
Q1 		$227K Hold
2,080
– – 0.2% 127
2018
Q4 		$221K Sell
2,080
-20
-1% -$2.1K 0.22% 124
2018
Q3 		$222K Sell
2,100
-465
-18% -$49.3K 0.18% 132
2018
Q2 		$273K Hold
2,565
– – 0.24% 121
2018
Q1 		$275K Hold
2,565
– – 0.26% 116
2017
Q4 		$280K Buy
+2,565
New +$280K 0.27% 112
2013
Q3 		$718K Sell
6,695
-2,150
-24% -$229K 0.93% 29
2013
Q2 		$948K Buy
+8,845
New +$972K 1.36% 17

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFT Forsyth & Company's AGG Position: Q1 2026 in Review

AFT Forsyth & Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.04% in Q1 2026, buying an estimated $100 and bringing the position to 2,581 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #111.

AFT Forsyth & Company first reported a position in AGG in Q2 2013 and has held it in 23 quarters since. The position peaked at $948K in Q2 2013. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • AFT Forsyth & Company held 2,581 shares of iShares Core US Aggregate Bond ETF worth $256K as of Q1 2026.
  • AFT Forsyth & Company bought 1 iShares Core US Aggregate Bond ETF share in Q1 2026, an estimated $100.
  • iShares Core US Aggregate Bond ETF made up 0.12% of AFT Forsyth & Company's portfolio in Q1 2026, its #111 holding.
  • AFT Forsyth & Company first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • AFT Forsyth & Company's iShares Core US Aggregate Bond ETF position peaked at $948K in Q2 2013.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.