Catalyst Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Catalyst Financial Partners’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	$27.2M	Buy	273,998 +22,540	+9%	+$2.26M	3.21%	7
2025 Q4	$25.1M	Buy	251,458 +24,976	+11%	+$2.51M	2.8%	8
2025 Q3	$22.7M	Sell	226,482 -6,842	-3%	-$679K	2.74%	9
2025 Q2	$23.1M	Buy	233,324 +35,003	+18%	+$3.43M	2.53%	6
2025 Q1	$19.6M	Buy	198,321 +9,177	+5%	+$897K	3.61%	6
2024 Q4	$18.3M	Buy	189,144 +4,299	+2%	+$423K	3.45%	6
2024 Q3	$18.7M	Buy	184,845 +11,121	+6%	+$1.11M	3.66%	6
2024 Q2	$16.9M	Buy	173,724 +23,318	+16%	+$2.25M	3.71%	7
2024 Q1	$14.4M	Buy	150,406 +18,903	+14%	+$1.85M	3.7%	6
2023 Q4	$13.1M	Buy	131,503 +15,445	+13%	+$1.47M	3.69%	6
2023 Q3	$10.9M	Buy	116,058 +12,333	+12%	+$1.19M	3.52%	7
2023 Q2	$10.2M	Buy	103,725 +18,545	+22%	+$1.83M	3.62%	7
2023 Q1	$8.49M	Buy	85,180 +22,963	+37%	+$2.27M	3.63%	7
2022 Q4	$6.03M	Buy	+62,217	New	+$6.02M	3.1%	7

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Catalyst Financial Partners's AGG Position: Q1 2026 in Review

Catalyst Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9% in Q1 2026, buying an estimated $2.26M and bringing the position to 273,998 shares worth $27.2M. The position accounts for 3.21% of the portfolio, ranked #7.

Catalyst Financial Partners first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Catalyst Financial Partners held 273,998 shares of iShares Core US Aggregate Bond ETF worth $27.2M as of Q1 2026.
Catalyst Financial Partners bought 22,540 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.26M.
iShares Core US Aggregate Bond ETF made up 3.21% of Catalyst Financial Partners's portfolio in Q1 2026, its #7 holding.
Catalyst Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.