Financial Gravity Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Gravity Asset 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 Q1	$695	Buy	+7	New	+$700	﹤0.01%	782
2025 Q4	–	Sell	-140	Closed	-$14K	–	772
2025 Q3	$14K	Buy	+140	New	+$13.9K	﹤0.01%	506
2025 Q1	$17.5K	Buy	+177	New	+$17.3K	﹤0.01%	499
2024 Q2	$54.7K	Buy	564 +545	+2,868%	+$52.6K	0.01%	253
2024 Q1	$1.89K	Buy	19 +1	+6%	+$98	﹤0.01%	693
2023 Q4	$1.89K	Buy	+18	New	+$1.71K	﹤0.01%	725
2021 Q3	–	Hold	0	–	–	–	310
2021 Q2	–	Hold	0	–	–	–	313
2020 Q4	$4K	Buy	+37	New	+$4.36K	﹤0.01%	236
2019 Q4	$136K	Buy	8,238 +6,608	+405%	+$745K	0.09%	214
2019 Q3	$184K	Sell	1,630 -6,908	-81%	-$777K	0.16%	125
2019 Q2	$951K	Buy	8,538 +4,538	+113%	+$496K	0.78%	34
2019 Q1	$433K	Buy	+4,000	New	+$429K	0.35%	72
2018 Q3	$59K	Sell	564 -9	-2%	-$955	0.06%	277
2018 Q2	$61K	Buy	573 +483	+537%	+$51.2K	0.06%	278
2018 Q1	$9K	Buy	+90	New	+$9.66K	0.01%	602

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Gravity Asset Management's AGG Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 7 shares worth $695. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AGG as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in AGG in Q1 2018 and has held it in 14 quarters since. The position peaked at $951K in Q2 2019. 2,084 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Financial Gravity Asset Management held 7 shares of iShares Core US Aggregate Bond ETF worth $695 as of Q1 2026.
iShares Core US Aggregate Bond ETF was a new Financial Gravity Asset Management position in Q1 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #782 holding.
Financial Gravity Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's iShares Core US Aggregate Bond ETF position peaked at $951K in Q2 2019.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.