EFG
AGG icon

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

Ethos 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
Q2 		$813K Sell
8,330
-1,544
-16% -$153K 0.05% 264
2026
Q1 		$980K Buy
9,874
+2,269
+30% +$227K 0.07% 204
2025
Q4 		$760K Sell
7,605
-14
-0.2% -$1.41K 0.06% 235
2025
Q3 		$764K Buy
7,619
+239
+3% +$23.7K 0.06% 210
2025
Q2 		$732K Sell
7,380
-132
-2% -$12.9K 0.06% 211
2025
Q1 		$728K Buy
7,512
+69
+0.9% +$6.75K 0.07% 183
2024
Q4 		$721K Sell
7,443
-2,143
-22% -$211K 0.09% 124
2024
Q3 		$971K Buy
9,586
+1,322
+16% +$132K 0.16% 81
2024
Q2 		$802K Sell
8,264
-658
-7% -$63.5K 0.14% 91
2024
Q1 		$874K Sell
8,922
-108
-1% -$10.6K 0.17% 90
2023
Q4 		$896K Buy
9,030
+1,472
+19% +$140K 0.19% 83
2023
Q3 		$711K Buy
7,558
+3,661
+94% +$353K 0.18% 76
2023
Q2 		$388K Hold
3,897
– – 0.13% 87
2023
Q1 		$388K Sell
3,897
-1,538
-28% -$152K 0.12% 103
2022
Q4 		$527K Buy
+5,435
New +$526K 0.18% 74

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

Ethos Financial Group's AGG Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, selling an estimated $153K and leaving 8,330 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #264.

Ethos Financial Group first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $980K in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ethos Financial Group held 8,330 shares of iShares Core US Aggregate Bond ETF worth $813K as of Q2 2026.
  • Ethos Financial Group sold 1,544 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $153K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #264 holding.
  • Ethos Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's iShares Core US Aggregate Bond ETF position peaked at $980K in Q1 2026.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.