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

Financial Life 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 		$311K Buy
+3,137
New +$310K 0.09% 48
2023
Q3 		– Sell
-10,848
Closed -$1.06M – 57
2023
Q2 		$1.06M Sell
10,848
-603
-5% -$59.6K 0.44% 30
2023
Q1 		$1.14M Hold
11,451
– – 0.49% 39
2022
Q4 		$1.11M Buy
+11,451
New +$1.11M 0.51% 41

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 Life Advisors's AGG Position: Q2 2026 in Review

Financial Life Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,137 shares worth $311K. The stake represents 0.09% of the portfolio and ranks #48 among its holdings. This is a return to the name: Financial Life Advisors previously reported a position in AGG as recently as Q2 2023.

Financial Life Advisors first reported a position in AGG in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.14M in Q1 2023. 2,095 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Financial Life Advisors held 3,137 shares of iShares Core US Aggregate Bond ETF worth $311K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Financial Life Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Financial Life Advisors's portfolio in Q2 2026, its #48 holding.
  • Financial Life Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Financial Life Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.14M in Q1 2023.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.