AG
AGG icon

AmeriFlex Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AmeriFlex Group’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 		$150K Sell
1,514
-39
-3% -$3.86K 0.06% 261
2026
Q1 		$154K Buy
1,553
+94
+6% +$9.4K 0.08% 207
2025
Q4 		$146K Sell
1,459
-2,023
-58% -$203K 0.08% 216
2025
Q3 		$349K Buy
3,482
+1,009
+41% +$100K 0.13% 137
2025
Q2 		$245K Sell
2,473
-336
-12% -$32.9K 0.13% 146
2025
Q1 		$278K Sell
2,809
-413
-13% -$40.4K 0.11% 184
2024
Q4 		$314K Buy
+3,222
New +$317K 0.14% 144

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

AmeriFlex Group's AGG Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q2 2026, selling an estimated $3.86K and leaving 1,514 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #261.

AmeriFlex Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q3 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • AmeriFlex Group held 1,514 shares of iShares Core US Aggregate Bond ETF worth $150K as of Q2 2026.
  • AmeriFlex Group sold 39 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.86K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #261 holding.
  • AmeriFlex Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's iShares Core US Aggregate Bond ETF position peaked at $349K in Q3 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.