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Family Investment Center’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Family Investment Center’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 		$4.04M Buy
40,807
+949
+2% +$93.9K 0.67% 22
2026
Q1 		$3.96M Buy
39,858
+715
+2% +$71.5K 0.76% 22
2025
Q4 		$3.91M Buy
39,143
+3
+0% +$301 0.79% 22
2025
Q3 		$3.92M Buy
39,140
+1,294
+3% +$128K 0.81% 22
2025
Q2 		$3.75M Sell
37,846
-1,245
-3% -$122K 0.85% 22
2025
Q1 		$3.87M Sell
39,091
-2,491
-6% -$244K 0.94% 23
2024
Q4 		$4.03M Buy
41,582
+550
+1% +$54.2K 1.02% 24
2024
Q3 		$4.16M Buy
41,032
+221
+0.5% +$22K 1.04% 22
2024
Q2 		$3.96M Sell
40,811
-14,339
-26% -$1.38M 1.18% 21
2024
Q1 		$5.4M Sell
55,150
-16,811
-23% -$1.65M 1.74% 18
2023
Q4 		$7.14M Sell
71,961
-9,827
-12% -$935K 3.59% 8
2023
Q3 		$7.69M Buy
81,788
+12,795
+19% +$1.23M 4.65% 6
2023
Q2 		$6.76M Buy
68,993
+7,851
+13% +$776K 4.32% 7
2023
Q1 		$6.09M Buy
61,142
+17,679
+41% +$1.75M 4.18% 7
2022
Q4 		$4.22M Buy
+43,463
New +$4.2M 3.07% 8

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

Family Investment Center's AGG Position: Q2 2026 in Review

Family Investment Center increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, buying an estimated $93.9K and bringing the position to 40,807 shares worth $4.04M. The position accounts for 0.67% of the portfolio, ranked #22.

Family Investment Center first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.69M in Q3 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Family Investment Center held 40,807 shares of iShares Core US Aggregate Bond ETF worth $4.04M as of Q2 2026.
  • Family Investment Center bought 949 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $93.9K.
  • iShares Core US Aggregate Bond ETF made up 0.67% of Family Investment Center's portfolio in Q2 2026, its #22 holding.
  • Family Investment Center first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's iShares Core US Aggregate Bond ETF position peaked at $7.69M in Q3 2023.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.