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

Erickson Financial Group’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 		$7.98M Buy
80,424
+4,072
+5% +$407K 5% 7
2025
Q4 		$7.63M Buy
76,352
+5,894
+8% +$591K 4.68% 8
2025
Q3 		$7.06M Buy
70,458
+826
+1% +$82K 4.44% 8
2025
Q2 		$6.91M Buy
69,632
+1,100
+2% +$108K 4.67% 7
2025
Q1 		$6.78M Buy
68,532
+1,416
+2% +$138K 5.06% 8
2024
Q4 		$6.5M Buy
67,116
+370
+0.6% +$36.4K 4.63% 8
2024
Q3 		$6.76M Sell
66,746
-392
-0.6% -$39.1K 4.84% 8
2024
Q2 		$6.52M Sell
67,138
-280
-0.4% -$27K 4.97% 7
2024
Q1 		$6.6M Buy
67,418
+762
+1% +$74.6K 5.18% 7
2023
Q4 		$6.62M Buy
66,656
+46
+0.1% +$4.38K 5.5% 7
2023
Q3 		$6.26M Buy
66,610
+356
+0.5% +$34.3K 5.86% 7
2023
Q2 		$6.49M Buy
66,254
+8,308
+14% +$821K 5.89% 7
2023
Q1 		$5.77M Buy
57,946
+441
+0.8% +$43.6K 5.73% 8
2022
Q4 		$5.58M Sell
57,505
-1,443
-2% -$140K 6.04% 8
2022
Q3 		$5.68M Sell
58,948
-428
-0.7% -$43.3K 6.31% 4
2022
Q2 		$6.04M Sell
59,376
-189
-0.3% -$19.4K 6.47% 4
2022
Q1 		$6.38M Sell
59,565
-3,223
-5% -$355K 5.74% 6
2021
Q4 		$7.16M Buy
+62,788
New +$7.18M 6.17% 5

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Erickson Financial Group's AGG Position: Q1 2026 in Review

Erickson Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q1 2026, buying an estimated $407K and bringing the position to 80,424 shares worth $7.98M. The position accounts for 5% of the portfolio, ranked #7.

Erickson Financial Group first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Erickson Financial Group held 80,424 shares of iShares Core US Aggregate Bond ETF worth $7.98M as of Q1 2026.
  • Erickson Financial Group bought 4,072 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $407K.
  • iShares Core US Aggregate Bond ETF made up 5% of Erickson Financial Group's portfolio in Q1 2026, its #7 holding.
  • Erickson Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.