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

Berger Financial 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
Q1 		$2.42M Sell
24,420
-191,910
-89% -$19.2M 0.14% 124
2025
Q4 		$21.6M Sell
216,330
-11
-0% -$1.1K 1.25% 16
2025
Q3 		$21.7M Buy
216,341
+2,027
+0.9% +$201K 1.3% 14
2025
Q2 		$21.3M Buy
214,314
+266
+0.1% +$26.1K 1.37% 11
2025
Q1 		$21.2M Sell
214,048
-19,837
-8% -$1.94M 1.47% 11
2024
Q4 		$22.7M Sell
233,885
-6,652
-3% -$655K 1.56% 11
2024
Q3 		$24.4M Buy
240,537
+9,575
+4% +$955K 1.76% 11
2024
Q2 		$22.4M Sell
230,962
-1,015
-0.4% -$98K 1.79% 12
2024
Q1 		$22.7M Buy
231,977
+9,558
+4% +$935K 1.87% 10
2023
Q4 		$22.1M Buy
222,419
+13,594
+7% +$1.29M 2.29% 10
2023
Q3 		$19.6M Buy
208,825
+6,441
+3% +$620K 2.26% 10
2023
Q2 		$19.8M Buy
202,384
+2,098
+1% +$207K 2.25% 11
2023
Q1 		$20M Sell
200,286
-12,952
-6% -$1.28M 2.4% 11
2022
Q4 		$20.7M Buy
213,238
+13,836
+7% +$1.34M 2.73% 7
2022
Q3 		$19.2M Buy
199,402
+6,711
+3% +$679K 2.82% 7
2022
Q2 		$19.6M Buy
192,691
+186,428
+2,977% +$19.2M 2.86% 7
2022
Q1 		$671K Buy
6,263
+661
+12% +$72.7K 0.09% 127
2021
Q4 		$639K Buy
5,602
+1,165
+26% +$133K 0.08% 131
2021
Q3 		$509K Sell
4,437
-95
-2% -$11K 0.09% 116
2021
Q2 		$523K Buy
4,532
+32
+0.7% +$3.67K 0.09% 114
2021
Q1 		$512K Buy
4,500
+1,017
+29% +$118K 0.11% 108
2020
Q4 		$412K Buy
+3,483
New +$410K 0.07% 140

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

Berger Financial Group's AGG Position: Q1 2026 in Review

Berger Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 89% in Q1 2026, selling an estimated $19.2M and leaving 24,420 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #124.

Berger Financial Group first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.4M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Berger Financial Group held 24,420 shares of iShares Core US Aggregate Bond ETF worth $2.42M as of Q1 2026.
  • Berger Financial Group sold 191,910 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $19.2M.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Berger Financial Group's portfolio in Q1 2026, its #124 holding.
  • Berger Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's iShares Core US Aggregate Bond ETF position peaked at $24.4M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.