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

American 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 		$223K Buy
2,255
+38
+2% +$3.76K 0.03% 162
2026
Q1 		$220K Sell
2,217
-64
-3% -$6.4K 0.03% 150
2025
Q4 		$228K Sell
2,281
-171
-7% -$17.2K 0.03% 146
2025
Q3 		$246K Sell
2,452
-760
-24% -$75.4K 0.03% 139
2025
Q2 		$319K Buy
3,212
+22
+0.7% +$2.16K 0.04% 119
2025
Q1 		$316K Buy
3,190
+20
+0.6% +$1.96K 0.05% 109
2024
Q4 		$307K Buy
3,170
+191
+6% +$18.8K 0.04% 111
2024
Q3 		$302K Buy
2,979
+94
+3% +$9.38K 0.04% 118
2024
Q2 		$280K Buy
2,885
+19
+0.7% +$1.83K 0.04% 117
2024
Q1 		$281K Buy
2,866
+6
+0.2% +$587 0.04% 119
2023
Q4 		$284K Buy
+2,860
New +$272K 0.04% 112
2021
Q4 		– Sell
-1,764
Closed -$203K – 136
2021
Q3 		$203K Sell
1,764
-11
-0.6% -$1.27K 0.03% 128
2021
Q2 		$205K Sell
1,775
-62
-3% -$7.1K 0.03% 129
2021
Q1 		$209K Sell
1,837
-44
-2% -$5.09K 0.03% 123
2020
Q4 		$222K Buy
1,881
+2
+0.1% +$236 0.03% 113
2020
Q3 		$222K Buy
1,879
+33
+2% +$3.92K 0.04% 97
2020
Q2 		$220K Buy
1,846
+3
+0.2% +$351 0.04% 97
2020
Q1 		$215K Sell
1,843
-107
-5% -$12.2K 0.04% 88
2019
Q4 		$221K Sell
1,950
-285
-13% -$32.1K 0.04% 85
2019
Q3 		$253K Sell
2,235
-1
-0% -$112 0.05% 83
2019
Q2 		$249K Sell
2,236
-479
-18% -$52.4K 0.05% 87
2019
Q1 		$296K Buy
2,715
+5
+0.2% +$536 0.06% 84
2018
Q4 		$289K Buy
+2,710
New +$284K 0.06% 75

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

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

American Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q2 2026, buying an estimated $3.76K and bringing the position to 2,255 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #162.

American Financial Advisors first reported a position in AGG in Q4 2018 and has held it in 23 quarters since. The position peaked at $319K in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • American Financial Advisors held 2,255 shares of iShares Core US Aggregate Bond ETF worth $223K as of Q2 2026.
  • American Financial Advisors bought 38 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.76K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of American Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • American Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • American Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $319K in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.