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AllGen Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AllGen Financial Advisors’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 		– Sell
-2,125
Closed -$211K – 37
2026
Q1 		$211K Sell
2,125
-43
-2% -$4.3K 0.05% 39
2025
Q4 		$217K Buy
+2,168
New +$218K 0.05% 39
2025
Q2 		– Sell
-2,359
Closed -$233K – 43
2025
Q1 		$233K Sell
2,359
-9
-0.4% -$880 0.07% 35
2024
Q4 		$229K Buy
+2,368
New +$233K 0.08% 36

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

AllGen Financial Advisors's AGG Position: Q2 2026 in Review

AllGen Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,125 shares — an estimated $211K sold.

AllGen Financial Advisors first reported a position in AGG in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q1 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • AllGen Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 2,125 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $211K.
  • AllGen Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 4 quarters.
  • AllGen Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $233K in Q1 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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