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

Alpha 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
Q1 		$1.22M Sell
12,336
-53
-0.4% -$5.3K 0.38% 22
2025
Q4 		$1.24M Sell
12,389
-1,510
-11% -$152K 0.38% 22
2025
Q3 		$1.39M Buy
13,899
+165
+1% +$16.4K 0.49% 21
2025
Q2 		$1.36M Buy
13,734
+1,500
+12% +$147K 0.53% 21
2025
Q1 		$1.21M Buy
12,234
+6,259
+105% +$612K 0.54% 17
2024
Q4 		$579K Buy
5,975
+167
+3% +$16.4K 0.26% 20
2024
Q3 		$588K Buy
5,808
+196
+3% +$19.6K 0.26% 19
2024
Q2 		$545K Buy
5,612
+176
+3% +$17K 0.26% 18
2024
Q1 		$532K Buy
5,436
+616
+13% +$60.3K 0.25% 20
2023
Q4 		$478K Buy
4,820
+119
+3% +$11.3K 0.24% 21
2023
Q3 		$442K Buy
4,701
+140
+3% +$13.5K 0.28% 21
2023
Q2 		$447K Buy
4,561
+282
+7% +$27.9K 0.28% 21
2023
Q1 		$426K Buy
4,279
+340
+9% +$33.6K 0.3% 21
2022
Q4 		$382K Buy
+3,939
New +$381K 0.33% 24

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

Alpha Financial Advisors's AGG Position: Q1 2026 in Review

Alpha Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.43% in Q1 2026, selling an estimated $5.3K and leaving 12,336 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #22.

Alpha Financial Advisors first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Alpha Financial Advisors held 12,336 shares of iShares Core US Aggregate Bond ETF worth $1.22M as of Q1 2026.
  • Alpha Financial Advisors sold 53 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.3K.
  • iShares Core US Aggregate Bond ETF made up 0.38% of Alpha Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Alpha Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Alpha Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.39M in Q3 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.