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

Alpha Financial Partners’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	$17.5M	Buy	176,374 +1,704	+1%	+$169K	9.17%	2
2026 Q1	$17.3M	Buy	174,670 +824	+0.5%	+$82.4K	10.26%	2
2025 Q4	$17.4M	Buy	173,846 +872	+0.5%	+$87.5K	10.6%	2
2025 Q3	$17.3M	Buy	172,974 +9,924	+6%	+$985K	11.28%	2
2025 Q2	$16.2M	Buy	163,050 +1,417	+0.9%	+$139K	11.65%	2
2025 Q1	$16M	Sell	161,633 -5,958	-4%	-$582K	12.83%	2
2024 Q4	$16.2M	Buy	+167,591	New	+$16.5M	12.84%	2
2024 Q3	–	Sell	-139,768	Closed	-$13.6M	–	110
2024 Q2	$13.6M	Buy	139,768 +12,150	+10%	+$1.17M	11.75%	2
2024 Q1	$12.5M	Buy	127,618 +6,649	+5%	+$651K	11.38%	2
2023 Q4	$12M	Buy	120,969 +66,602	+123%	+$6.34M	11.85%	2
2023 Q3	$5.11M	Buy	54,367 +9,933	+22%	+$957K	5.94%	2
2023 Q2	$4.35M	Buy	+44,434	New	+$4.39M	4.63%	4

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 Partners's AGG Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.98% in Q2 2026, buying an estimated $169K and bringing the position to 176,374 shares worth $17.5M. The position accounts for 9.17% of the portfolio, ranked #2.

Alpha Financial Partners first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Alpha Financial Partners held 176,374 shares of iShares Core US Aggregate Bond ETF worth $17.5M as of Q2 2026.
Alpha Financial Partners bought 1,704 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $169K.
iShares Core US Aggregate Bond ETF made up 9.17% of Alpha Financial Partners's portfolio in Q2 2026, its #2 holding.
Alpha Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.