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 Q2	$1.3M	Buy	13,086 +750	+6%	+$74.2K	0.34%	27
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Alpha Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, buying an estimated $74.2K and bringing the position to 13,086 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #27.

Alpha Financial Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Alpha Financial Advisors held 13,086 shares of iShares Core US Aggregate Bond ETF worth $1.3M as of Q2 2026.
Alpha Financial Advisors bought 750 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $74.2K.
iShares Core US Aggregate Bond ETF made up 0.34% of Alpha Financial Advisors's portfolio in Q2 2026, its #27 holding.
Alpha Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Alpha Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.39M in Q3 2025.
2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.