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

Bright 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 		$36.7M Buy
370,792
+9,674
+3% +$957K 15.37% 1
2026
Q1 		$35.8M Buy
361,118
+3,928
+1% +$393K 16.43% 1
2025
Q4 		$35.7M Buy
357,190
+3,661
+1% +$367K 16.85% 1
2025
Q3 		$35.4M Buy
353,529
+23,511
+7% +$2.33M 17.32% 1
2025
Q2 		$32.7M Buy
330,018
+2,772
+0.8% +$272K 18.17% 1
2025
Q1 		$32.4M Buy
327,246
+6,659
+2% +$651K 19.88% 1
2024
Q4 		$31.1M Sell
320,587
-14,068
-4% -$1.39M 19.53% 1
2024
Q3 		$33.9M Buy
334,655
+10,702
+3% +$1.07M 21.56% 1
2024
Q2 		$31.4M Buy
323,953
+6,986
+2% +$674K 22.19% 1
2024
Q1 		$30.3M Buy
+316,967
New +$31M 22.59% 1

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

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

Bright Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q2 2026, buying an estimated $957K and bringing the position to 370,792 shares worth $36.7M. The position accounts for 15.37% of the portfolio, ranked #1.

Bright Financial Advisors first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bright Financial Advisors held 370,792 shares of iShares Core US Aggregate Bond ETF worth $36.7M as of Q2 2026.
  • Bright Financial Advisors bought 9,674 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $957K.
  • iShares Core US Aggregate Bond ETF made up 15.37% of Bright Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Bright Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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