FFT Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FFT Wealth Management’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	$2.79M	Sell	28,223 -2,536	-8%	-$251K	0.44%	29
2026 Q1	$3.05M	Sell	30,759 -5,932	-16%	-$593K	0.55%	30
2025 Q4	$3.66M	Sell	36,691 -12,372	-25%	-$1.24M	0.7%	27
2025 Q3	$4.92M	Sell	49,063 -1,303	-3%	-$129K	0.9%	23
2025 Q2	$4.99M	Sell	50,366 -33,783	-40%	-$3.31M	0.98%	23
2025 Q1	$8.32M	Sell	84,149 -1,576	-2%	-$154K	1.74%	13
2024 Q4	$8.31M	Sell	85,725 -601	-0.7%	-$59.2K	0.63%	19
2024 Q3	$8.74M	Buy	86,326 +3,566	+4%	+$356K	0.66%	20
2024 Q2	$8.03M	Buy	82,760 +2,068	+3%	+$200K	0.71%	16
2024 Q1	$7.9M	Sell	80,692 -538,177	-87%	-$52.7M	0.68%	16
2023 Q4	$61.4M	Buy	618,869 +575,278	+1,320%	+$54.7M	5.32%	9
2023 Q3	$4.1M	Buy	43,591 +8,955	+26%	+$862K	0.53%	24
2023 Q2	$3.39M	Buy	34,636 +26,570	+329%	+$2.63M	0.42%	25
2023 Q1	$804K	Buy	8,066 +1	+0%	+$99	0.1%	36
2022 Q4	$782K	Buy	+8,065	New	+$780K	0.1%	32
2020 Q2	–	Sell	-62,388	Closed	-$7.2M	–	29
2020 Q1	$7.2M	Buy	+62,388	New	+$7.11M	2.11%	13
2018 Q3	–	Sell	-2,841	Closed	-$302K	–	36
2018 Q2	$302K	Hold	2,841	–	–	0.11%	31
2018 Q1	$305K	Buy	+2,841	New	+$305K	0.12%	30
2017 Q1	–	Sell	-79,075	Closed	-$8.54M	–	90
2016 Q4	$8.54M	Buy	+79,075	New	+$8.66M	1.97%	15

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FFT Wealth Management's AGG Position: Q2 2026 in Review

FFT Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.2% in Q2 2026, selling an estimated $251K and leaving 28,223 shares worth $2.79M. The position accounts for 0.44% of the portfolio, ranked #29.

FFT Wealth Management first reported a position in AGG in Q4 2016 and has held it in 19 quarters since. The position peaked at $61.4M in Q4 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

FFT Wealth Management held 28,223 shares of iShares Core US Aggregate Bond ETF worth $2.79M as of Q2 2026.
FFT Wealth Management sold 2,536 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $251K.
iShares Core US Aggregate Bond ETF made up 0.44% of FFT Wealth Management's portfolio in Q2 2026, its #29 holding.
FFT Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 19 quarters since.
FFT Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $61.4M in Q4 2023.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.