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Financial Freedom LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Freedom LLC’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 		$2.44M Buy
24,610
+37
+0.2% +$3.7K 1.22% 25
2025
Q4 		$2.45M Sell
24,573
-72
-0.3% -$7.22K 1.22% 25
2025
Q3 		$2.47M Sell
24,645
-1,160
-4% -$115K 1.23% 24
2025
Q2 		$2.56M Sell
25,805
-20,586
-44% -$2.02M 1.38% 18
2025
Q1 		$4.59M Sell
46,391
-11,542
-20% -$1.13M 2.64% 11
2024
Q4 		$5.61M Sell
57,933
-3,116
-5% -$307K 2.96% 9
2024
Q3 		$6.18M Buy
61,049
+265
+0.4% +$26.4K 3.27% 7
2024
Q2 		$5.9M Buy
60,784
+1,670
+3% +$161K 3.35% 7
2024
Q1 		$5.79M Sell
59,114
-208
-0.4% -$20.4K 3.43% 7
2023
Q4 		$5.89M Buy
59,322
+31,493
+113% +$3M 3.74% 7
2023
Q3 		$2.62M Buy
27,829
+102
+0.4% +$9.82K 1.86% 13
2023
Q2 		$2.72M Sell
27,727
-339
-1% -$33.5K 1.9% 14
2023
Q1 		$2.8M Sell
28,066
-260,755
-90% -$25.8M 2.04% 13
2022
Q4 		$28M Buy
+288,821
New +$27.9M 18.83% 1

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 Freedom LLC's AGG Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.15% in Q1 2026, buying an estimated $3.7K and bringing the position to 24,610 shares worth $2.44M. The position accounts for 1.22% of the portfolio, ranked #25.

Financial Freedom LLC first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $28M in Q4 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Financial Freedom LLC held 24,610 shares of iShares Core US Aggregate Bond ETF worth $2.44M as of Q1 2026.
  • Financial Freedom LLC bought 37 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $3.7K.
  • iShares Core US Aggregate Bond ETF made up 1.22% of Financial Freedom LLC's portfolio in Q1 2026, its #25 holding.
  • Financial Freedom LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's iShares Core US Aggregate Bond ETF position peaked at $28M in Q4 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.