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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Management Network's AGG Position: Q1 2026 in Review

Financial Management Network opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 3,165 shares worth $315K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Financial Management Network previously reported a position in AGG as recently as Q3 2025.

Financial Management Network first reported a position in AGG in Q4 2020 and has held it in 7 quarters since. The position peaked at $953K in Q4 2020. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Financial Management Network held 3,165 shares of iShares Core US Aggregate Bond ETF worth $315K as of Q1 2026.
iShares Core US Aggregate Bond ETF was a new Financial Management Network position in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.05% of Financial Management Network's portfolio in Q1 2026, its #157 holding.
Financial Management Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
Financial Management Network's iShares Core US Aggregate Bond ETF position peaked at $953K in Q4 2020.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.