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

Financial Management Network’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	$360K	Buy	3,664 +499	+16%	+$49.4K	0.05%	158
2026 Q1	$315K	Buy	+3,165	New	+$317K	0.05%	157
2025 Q4	–	Sell	-2,091	Closed	-$209K	–	187
2025 Q3	$209K	Buy	+2,091	New	+$207K	0.03%	180
2022 Q1	–	Sell	-2,346	Closed	-$266K	–	116
2021 Q4	$266K	Sell	2,346 -978	-29%	-$112K	0.12%	109
2021 Q3	$382K	Sell	3,324 -1,498	-31%	-$174K	0.19%	89
2021 Q2	$556K	Sell	4,822 -2,366	-33%	-$271K	0.28%	73
2021 Q1	$822K	Sell	7,188 -929	-11%	-$108K	0.43%	49
2020 Q4	$953K	Buy	+8,117	New	+$956K	0.59%	38

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 22.96% 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 Management Network's AGG Position: Q2 2026 in Review

Financial Management Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $49.4K and bringing the position to 3,664 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #158.

Financial Management Network first reported a position in AGG in Q4 2020 and has held it in 8 quarters since. The position peaked at $953K in Q4 2020. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Financial Management Network held 3,664 shares of iShares Core US Aggregate Bond ETF worth $360K as of Q2 2026.
Financial Management Network bought 499 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $49.4K.
iShares Core US Aggregate Bond ETF made up 0.05% of Financial Management Network's portfolio in Q2 2026, its #158 holding.
Financial Management Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 8 quarters since.
Financial Management Network's iShares Core US Aggregate Bond ETF position peaked at $953K in Q4 2020.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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