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

Chancellor Financial Group WB’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 		$296K Sell
2,986
-151
-5% -$14.9K 0.18% 110
2026
Q1 		$311K Sell
3,137
-1,266
-29% -$127K 0.22% 91
2025
Q4 		$440K Buy
4,403
+2
+0% +$201 0.3% 63
2025
Q3 		$441K Buy
4,401
+1
+0% +$99 0.31% 62
2025
Q2 		$436K Sell
4,400
-8
-0.2% -$784 0.34% 64
2025
Q1 		$436K Sell
4,408
-73
-2% -$7.14K 0.36% 57
2024
Q4 		$434K Buy
+4,481
New +$441K 0.35% 59

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

Chancellor Financial Group WB's AGG Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q2 2026, selling an estimated $14.9K and leaving 2,986 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #110.

Chancellor Financial Group WB first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q3 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Chancellor Financial Group WB held 2,986 shares of iShares Core US Aggregate Bond ETF worth $296K as of Q2 2026.
  • Chancellor Financial Group WB sold 151 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Chancellor Financial Group WB's portfolio in Q2 2026, its #110 holding.
  • Chancellor Financial Group WB first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's iShares Core US Aggregate Bond ETF position peaked at $441K in Q3 2025.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.