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Burkett Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Burkett Financial Services’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 		– Sell
-212
Closed -$21K – 264
2026
Q1 		$21K Buy
+212
New +$21.2K 0.01% 143

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

Burkett Financial Services's AGG Position: Q2 2026 in Review

Burkett Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 212 shares — an estimated $21K sold.

Burkett Financial Services first reported a position in AGG in Q1 2026 and held it in 1 quarter. The position peaked at $21K in Q1 2026. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Burkett Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 212 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21K.
  • Burkett Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Burkett Financial Services's iShares Core US Aggregate Bond ETF position peaked at $21K in Q1 2026.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.