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CFS Investment Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CFS Investment Advisory 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 		$8.6M Sell
87,256
-5,560
-6% -$550K 0.57% 42
2026
Q1 		$9.27M Sell
92,816
-18,056
-16% -$1.81M 0.64% 44
2025
Q4 		$11.1M Buy
110,872
+8,279
+8% +$831K 0.81% 32
2025
Q3 		$10.4M Buy
102,593
+7,034
+7% +$698K 0.77% 31
2025
Q2 		$9.48M Buy
95,559
+7,064
+8% +$692K 0.78% 30
2025
Q1 		$8.75M Buy
88,495
+3,001
+4% +$293K 0.78% 31
2024
Q4 		$8.28M Buy
85,494
+12,584
+17% +$1.24M 0.74% 29
2024
Q3 		$7.38M Sell
72,910
-65,962
-47% -$6.58M 0.62% 34
2024
Q2 		$13.5M Buy
+138,872
New +$13.4M 1.09% 21
2023
Q4 		– Sell
-38,771
Closed -$3.65M – 151
2023
Q3 		$3.65M Buy
38,771
+9,705
+33% +$935K 0.58% 33
2023
Q2 		$2.85M Buy
29,066
+1,178
+4% +$116K 0.36% 50
2023
Q1 		$2.78M Buy
+27,888
New +$2.76M 0.51% 33
2022
Q2 		– Sell
-224,910
Closed -$2K – 213
2022
Q1 		$2K Buy
+224,910
New +$24.8M 0.01% 264

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CFS Investment Advisory Services's AGG Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6% in Q2 2026, selling an estimated $550K and leaving 87,256 shares worth $8.6M. The position accounts for 0.57% of the portfolio, ranked #42.

CFS Investment Advisory Services first reported a position in AGG in Q1 2022 and has held it in 13 quarters since. The position peaked at $13.5M in Q2 2024. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CFS Investment Advisory Services held 87,256 shares of iShares Core US Aggregate Bond ETF worth $8.6M as of Q2 2026.
  • CFS Investment Advisory Services sold 5,560 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $550K.
  • iShares Core US Aggregate Bond ETF made up 0.57% of CFS Investment Advisory Services's portfolio in Q2 2026, its #42 holding.
  • CFS Investment Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • CFS Investment Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $13.5M in Q2 2024.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.