Essex Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Buy |
2,120
+2
| +0.1% | +$200 | 0.01% | 739 |
|
|
2025
Q4 | $212K | Buy |
2,118
+19
| +0.9% | +$1.91K | 0.01% | 740 |
|
|
2025
Q3 | $210K | Sell |
2,099
-805
| -28% | -$79.9K | 0.01% | 700 |
|
|
2025
Q2 | $288K | Buy |
+2,904
| New | +$285K | 0.02% | 563 |
|
|
2025
Q1 | – | Sell |
-2,394
| Closed | -$232K | – | 633 |
|
|
2024
Q4 | $232K | Sell |
2,394
-279,516
| -99% | -$27.5M | 0.02% | 563 |
|
|
2024
Q3 | $518K | Sell |
281,910
-106
| -0% | -$10.6K | 0.04% | 369 |
|
|
2024
Q2 | $529K | Buy |
+282,016
| New | +$27.2M | 0.04% | 367 |
|
|
2022
Q2 | – | Sell |
-2,904
| Closed | -$311K | – | 481 |
|
|
2022
Q1 | $311K | Buy |
2,904
+253
| +10% | +$27.8K | 0.03% | 364 |
|
|
2021
Q4 | $302K | Sell |
2,651
-952
| -26% | -$109K | 0.03% | 366 |
|
|
2021
Q3 | $414K | Sell |
3,603
-23
| -0.6% | -$2.67K | 0.05% | 294 |
|
|
2021
Q2 | $413K | Hold |
3,626
| – | – | 0.06% | 263 |
|
|
2021
Q1 | $413K | Sell |
3,626
-170
| -4% | -$19.7K | 0.07% | 216 |
|
|
2020
Q4 | $449K | Buy |
3,796
+801
| +27% | +$94.4K | 0.09% | 198 |
|
|
2020
Q3 | $354K | Buy |
2,995
+172
| +6% | +$20.4K | 0.09% | 202 |
|
|
2020
Q2 | $334K | Sell |
2,823
-6,414
| -69% | -$751K | 0.1% | 183 |
|
|
2020
Q1 | $1.07M | Buy |
+9,237
| New | +$1.05M | 0.38% | 69 |
|
|
2019
Q1 | – | Sell |
-2,049
| Closed | -$218K | – | 238 |
|
|
2018
Q4 | $218K | Sell |
2,049
-11,853
| -85% | -$1.24M | 0.07% | 222 |
|
|
2018
Q3 | $1.47M | Buy |
13,902
+9,929
| +250% | +$1.05M | 0.32% | 78 |
|
|
2018
Q2 | $422K | Sell |
3,973
-11,582
| -74% | -$1.23M | 0.1% | 176 |
|
|
2018
Q1 | $1.67M | Buy |
15,555
+5,235
| +51% | +$562K | 0.33% | 91 |
|
|
2017
Q4 | $1.13M | Buy |
10,320
+6,162
| +148% | +$674K | 0.27% | 85 |
|
|
2017
Q3 | $456K | Sell |
4,158
-4,476
| -52% | -$491K | 0.11% | 160 |
|
|
2017
Q2 | $946K | Buy |
8,634
+5,439
| +170% | +$595K | 0.2% | 117 |
|
|
2017
Q1 | $347K | Sell |
3,195
-5,005
| -61% | -$542K | 0.08% | 231 |
|
|
2016
Q4 | $886K | Sell |
8,200
-8,977
| -52% | -$984K | 0.19% | 119 |
|
|
2016
Q3 | $1.92M | Buy |
17,177
+11,215
| +188% | +$1.26M | 0.46% | 57 |
|
|
2016
Q2 | $671K | Buy |
+5,962
| New | +$662K | 0.16% | 137 |
|
|
2015
Q3 | – | Sell |
-10,515
| Closed | -$1.14M | – | 323 |
|
|
2015
Q2 | $1.14M | Sell |
10,515
-1,706
| -14% | -$188K | 0.29% | 83 |
|
|
2015
Q1 | $1.36M | Buy |
12,221
+430
| +4% | +$47.8K | 0.35% | 73 |
|
|
2014
Q4 | $1.3M | Buy |
11,791
+148
| +1% | +$16.3K | 0.34% | 75 |
|
|
2014
Q3 | $1.27M | Buy |
11,643
+628
| +6% | +$68.6K | 0.38% | 65 |
|
|
2014
Q2 | $1.21M | Buy |
+11,015
| New | +$1.2M | 0.36% | 69 |
|
|
2013
Q3 | – | Sell |
-2,092
| Closed | -$224K | – | 263 |
|
|
2013
Q2 | $224K | Buy |
+2,092
| New | +$230K | 0.08% | 229 |
|
Other funds holding AGG
Essex Financial Services's AGG Position: Q1 2026 in Review
Essex Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.09% in Q1 2026, buying an estimated $200 and bringing the position to 2,120 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #739.
Essex Financial Services first reported a position in AGG in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.92M in Q3 2016. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Essex Financial Services held 2,120 shares of iShares Core US Aggregate Bond ETF worth $210K as of Q1 2026.
- Essex Financial Services bought 2 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $200.
- iShares Core US Aggregate Bond ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #739 holding.
- Essex Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 33 quarters since.
- Essex Financial Services's iShares Core US Aggregate Bond ETF position peaked at $1.92M in Q3 2016.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.