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

Financial Management Professionals’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 		$330K Buy
3,336
+5
+0.2% +$495 0.03% 148
2026
Q1 		$331K Sell
3,331
-25
-0.7% -$2.5K 0.04% 130
2025
Q4 		$335K Hold
3,356
– – 0.03% 125
2025
Q3 		$336K Sell
3,356
-1
-0% -$99 0.04% 126
2025
Q2 		$333K Sell
3,357
-336
-9% -$32.9K 0.04% 122
2025
Q1 		$365K Sell
3,693
-323
-8% -$31.6K 0.05% 108
2024
Q4 		$389K Buy
4,016
+158
+4% +$15.6K 0.05% 109
2024
Q3 		$391K Sell
3,858
-192
-5% -$19.2K 0.05% 108
2024
Q2 		$393K Sell
4,050
-138
-3% -$13.3K 0.05% 99
2024
Q1 		$410K Sell
4,188
-18
-0.4% -$1.76K 0.06% 94
2023
Q4 		$417K Sell
4,206
-257
-6% -$24.5K 0.07% 79
2023
Q3 		$420K Sell
4,463
-26
-0.6% -$2.5K 0.07% 76
2023
Q2 		$440K Sell
4,489
-243
-5% -$24K 0.07% 78
2023
Q1 		$471K Buy
4,732
+1
+0% +$99 0.09% 72
2022
Q4 		$459K Sell
4,731
-2,233
-32% -$216K 0.09% 65
2022
Q3 		$671K Buy
6,964
+192
+3% +$19.4K 0.15% 45
2022
Q2 		$689K Sell
6,772
-165
-2% -$17K 0.17% 46
2022
Q1 		$743K Buy
6,937
+1,157
+20% +$127K 0.16% 50
2021
Q4 		$659K Buy
+5,780
New +$661K 0.14% 52
2016
Q3 		– Sell
-289
Closed -$32K – 299
2016
Q2 		$32K Buy
+289
New +$32.1K 0.02% 109

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 Management Professionals's AGG Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.15% in Q2 2026, buying an estimated $495 and bringing the position to 3,336 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #148.

Financial Management Professionals first reported a position in AGG in Q2 2016 and has held it in 20 quarters since. The position peaked at $743K in Q1 2022. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Financial Management Professionals held 3,336 shares of iShares Core US Aggregate Bond ETF worth $330K as of Q2 2026.
  • Financial Management Professionals bought 5 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $495.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #148 holding.
  • Financial Management Professionals first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 20 quarters since.
  • Financial Management Professionals's iShares Core US Aggregate Bond ETF position peaked at $743K in Q1 2022.
  • 2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.