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

Financial Engines Advisors’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	$36.3M	Buy	366,468 +9,499	+3%	+$940K	0.06%	59
2026 Q1	$35.4M	Sell	356,969 -10,993	-3%	-$1.1M	0.07%	62
2025 Q4	$36.8M	Sell	367,962 -93,486	-20%	-$9.38M	0.07%	62
2025 Q3	$46.3M	Buy	461,448 +91,007	+25%	+$9.03M	0.09%	54
2025 Q2	$36.7M	Buy	370,441 +203,205	+122%	+$19.9M	0.07%	59
2025 Q1	$16.5M	Sell	167,236 -15,934	-9%	-$1.56M	0.04%	73
2024 Q4	$17.7M	Sell	183,170 -3,640	-2%	-$359K	0.04%	75
2024 Q3	$18.9M	Sell	186,810 -8,553	-4%	-$853K	0.04%	65
2024 Q2	$19M	Sell	195,363 -5,462	-3%	-$527K	0.04%	67
2024 Q1	$19.7M	Sell	200,825 -39,821	-17%	-$3.9M	0.04%	59
2023 Q4	$23.9M	Buy	240,646 +88,529	+58%	+$8.42M	0.06%	58
2023 Q3	$14.3M	Sell	152,117 -90,600	-37%	-$8.73M	0.04%	62
2023 Q2	$23.8M	Buy	242,717 +15,461	+7%	+$1.53M	0.06%	57
2023 Q1	$22.6M	Sell	227,256 -330,447	-59%	-$32.7M	0.06%	58
2022 Q4	$54.1M	Buy	557,703 +315,720	+130%	+$30.5M	0.15%	51
2022 Q3	$23.3M	Buy	241,983 +4,840	+2%	+$489K	0.08%	61
2022 Q2	$24.1M	Buy	237,143 +83,765	+55%	+$8.61M	0.07%	60
2022 Q1	$16.4M	Buy	153,378 +14,495	+10%	+$1.6M	0.04%	63
2021 Q4	$15.8M	Buy	138,883 +34,036	+32%	+$3.89M	0.04%	56
2021 Q3	$12M	Buy	104,847 +5,372	+5%	+$623K	0.04%	57
2021 Q2	$11.5M	Sell	99,475 -397	-0.4%	-$45.5K	0.03%	57
2021 Q1	$11.4M	Buy	99,872 +15,190	+18%	+$1.76M	0.04%	58
2020 Q4	$10M	Buy	84,682 +3,301	+4%	+$389K	0.03%	61
2020 Q3	$9.61M	Buy	81,381 +6,150	+8%	+$730K	0.04%	59
2020 Q2	$8.89M	Sell	75,231 -14,736	-16%	-$1.73M	0.04%	57
2020 Q1	$10.4M	Buy	+89,967	New	+$10.3M	0.06%	53
2018 Q2	–	Sell	-1,167	Closed	-$125K	–	137
2018 Q1	$125K	Buy	+1,167	New	+$125K	﹤0.01%	60

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 22.9% 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

Financial Engines Advisors's AGG Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q2 2026, buying an estimated $940K and bringing the position to 366,468 shares worth $36.3M. The position accounts for 0.06% of the portfolio, ranked #59.

Financial Engines Advisors first reported a position in AGG in Q1 2018 and has held it in 27 quarters since. The position peaked at $54.1M in Q4 2022. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Financial Engines Advisors held 366,468 shares of iShares Core US Aggregate Bond ETF worth $36.3M as of Q2 2026.
Financial Engines Advisors bought 9,499 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $940K.
iShares Core US Aggregate Bond ETF made up 0.06% of Financial Engines Advisors's portfolio in Q2 2026, its #59 holding.
Financial Engines Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 27 quarters since.
Financial Engines Advisors's iShares Core US Aggregate Bond ETF position peaked at $54.1M in Q4 2022.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.