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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
Q2 		$2.44M Buy
24,670
+60
+0.2% +$5.94K 1.12% 27
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 $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

Financial Freedom LLC's AGG Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.24% in Q2 2026, buying an estimated $5.94K and bringing the position to 24,670 shares worth $2.44M. The position accounts for 1.12% of the portfolio, ranked #27.

Financial Freedom LLC first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $28M in Q4 2022. 2,095 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Financial Freedom LLC held 24,670 shares of iShares Core US Aggregate Bond ETF worth $2.44M as of Q2 2026.
  • Financial Freedom LLC bought 60 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.94K.
  • iShares Core US Aggregate Bond ETF made up 1.12% of Financial Freedom LLC's portfolio in Q2 2026, its #27 holding.
  • Financial Freedom LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's iShares Core US Aggregate Bond ETF position peaked at $28M in Q4 2022.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.