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Financial Advisors Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Advisors Network’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 		$237K Buy
2,389
+61
+3% +$6.1K 0.03% 179
2025
Q4 		$233K Hold
2,328
– – 0.03% 180
2025
Q3 		$233K Sell
2,328
-38
-2% -$3.77K 0.03% 178
2025
Q2 		$235K Sell
2,366
-55
-2% -$5.39K 0.04% 172
2025
Q1 		$239K Buy
2,421
+19
+0.8% +$1.86K 0.04% 159
2024
Q4 		$233K Buy
+2,402
New +$237K 0.04% 166
2023
Q4 		$412K Sell
4,150
-198
-5% -$18.8K 0.08% 103
2023
Q3 		$409K Buy
+4,348
New +$419K 0.09% 93
2022
Q4 		$351K Sell
3,621
-51
-1% -$4.93K 0.09% 86
2022
Q3 		$354K Sell
3,672
-599
-14% -$60.6K 0.1% 75
2022
Q2 		$434K Sell
4,271
-622
-13% -$63.9K 0.12% 69
2022
Q1 		$524K Sell
4,893
-18,020
-79% -$1.98M 0.13% 63
2021
Q4 		$2.61M Sell
22,913
-582
-2% -$66.6K 0.59% 37
2021
Q3 		$2.69M Buy
23,495
+1,183
+5% +$137K 0.62% 37
2021
Q2 		$2.57M Buy
22,312
+1,220
+6% +$140K 0.76% 25
2021
Q1 		$2.4M Buy
21,092
+2,392
+13% +$277K 0.78% 25
2020
Q4 		$2.21M Buy
18,700
+345
+2% +$40.6K 0.76% 28
2020
Q3 		$2.17M Sell
18,355
-3,649
-17% -$433K 0.85% 23
2020
Q2 		$2.6M Sell
22,004
-3,313
-13% -$388K 1.06% 19
2020
Q1 		$2.92M Buy
25,317
+15,768
+165% +$1.8M 1.39% 15
2019
Q4 		$1.07M Buy
9,549
+216
+2% +$24.3K 0.49% 42
2019
Q3 		$1.06M Sell
9,333
-84
-0.9% -$9.44K 0.54% 39
2019
Q2 		$1.06M Buy
9,417
+61
+0.7% +$6.67K 0.57% 40
2019
Q1 		$1.03M Sell
9,356
-532
-5% -$57K 0.6% 34
2018
Q4 		$1.05M Buy
+9,888
New +$1.04M 0.66% 30
2018
Q2 		$1.52M Buy
+14,300
New +$1.52M 0.92% 15
2017
Q4 		$3.65M Buy
33,339
+105
+0.3% +$11.5K 2.46% 11
2017
Q3 		$3.64M Buy
33,234
+574
+2% +$63K 2.88% 10
2017
Q2 		$3.58M Buy
32,660
+2,533
+8% +$277K 2.97% 10
2017
Q1 		$3.28M Buy
30,127
+3,267
+12% +$353K 2.84% 11
2016
Q4 		$2.9M Buy
+26,860
New +$2.94M 2.47% 10

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

Financial Advisors Network's AGG Position: Q1 2026 in Review

Financial Advisors Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q1 2026, buying an estimated $6.1K and bringing the position to 2,389 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #179.

Financial Advisors Network first reported a position in AGG in Q4 2016 and has held it in 31 quarters since. The position peaked at $3.65M in Q4 2017. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Financial Advisors Network held 2,389 shares of iShares Core US Aggregate Bond ETF worth $237K as of Q1 2026.
  • Financial Advisors Network bought 61 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.1K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Financial Advisors Network's portfolio in Q1 2026, its #179 holding.
  • Financial Advisors Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 31 quarters since.
  • Financial Advisors Network's iShares Core US Aggregate Bond ETF position peaked at $3.65M in Q4 2017.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.