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

Convergence Financial’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
-2,082
Closed -$207K – 273
2026
Q1 		$207K Sell
2,082
-38
-2% -$3.8K 0.02% 214
2025
Q4 		$212K Buy
2,120
+77
+4% +$7.73K 0.03% 182
2025
Q3 		$205K Buy
+2,043
New +$203K 0.03% 186
2025
Q1 		– Sell
-4,312
Closed -$418K – 168
2024
Q4 		$418K Buy
+4,312
New +$425K 0.08% 104

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

Convergence Financial's AGG Position: Q2 2026 in Review

Convergence Financial sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,082 shares — an estimated $207K sold.

Convergence Financial first reported a position in AGG in Q4 2024 and held it in 4 quarters. The position peaked at $418K in Q4 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Convergence Financial reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 2,082 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $207K.
  • Convergence Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Convergence Financial's iShares Core US Aggregate Bond ETF position peaked at $418K in Q4 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.