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

Financial Network Wealth 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	$1.76M	Buy	17,712 +10,588	+149%	+$1.06M	0.56%	29
2025 Q4	$711K	Buy	7,124 +899	+14%	+$90.2K	0.22%	56
2025 Q3	$623K	Buy	+6,225	New	+$618K	0.19%	63
2025 Q1	$1.34M	Sell	13,560 -6,120	-31%	-$598K	0.47%	39
2024 Q4	$1.91M	Sell	19,680 -481	-2%	-$47.4K	0.68%	28
2024 Q3	$2.04M	Sell	20,161 -571	-3%	-$57K	0.73%	28
2024 Q2	$2.01M	Sell	20,732 -104	-0.5%	-$10K	0.77%	28
2024 Q1	$2M	Sell	20,836 -349	-2%	-$34.2K	0.95%	28
2023 Q4	$2.1M	Sell	21,185 -2,179	-9%	-$207K	0.91%	21
2023 Q3	$2.18M	Buy	23,364 +824	+4%	+$79.4K	1.06%	19
2023 Q2	$2.2M	Sell	22,540 -766	-3%	-$75.7K	1.02%	22
2023 Q1	$2.32M	Sell	23,306 -1,887	-7%	-$186K	1.15%	20
2022 Q4	$2.44M	Buy	+25,193	New	+$2.44M	1.32%	18

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

Financial Network Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 149% in Q1 2026, buying an estimated $1.06M and bringing the position to 17,712 shares worth $1.76M. The position accounts for 0.56% of the portfolio, ranked #29.

Financial Network Wealth Management first reported a position in AGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.44M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Financial Network Wealth Management held 17,712 shares of iShares Core US Aggregate Bond ETF worth $1.76M as of Q1 2026.
Financial Network Wealth Management bought 10,588 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.06M.
iShares Core US Aggregate Bond ETF made up 0.56% of Financial Network Wealth Management's portfolio in Q1 2026, its #29 holding.
Financial Network Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Financial Network Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.44M in Q4 2022.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.