Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FPGK
Financial Partners Group (Kansas)’s
iShares Core US Aggregate Bond ETF
AGG
Stock Holding History
Financial Partners Group (Kansas)’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
$16.7M
Sell
168,131
-632
-0.4%
-$63.2K
2%
12
2025
Q4
$16.9M
Sell
168,763
-1,662
-1%
-$167K
1.95%
14
2025
Q3
$17.1M
Buy
170,425
+5,468
+3%
+$543K
2.13%
14
2025
Q2
$16.4M
Buy
+164,957
New
+$16.2M
2.26%
14
2022
Q2
–
Sell
-2,458
Closed
-$263K
–
149
2022
Q1
$263K
Sell
2,458
-241
-9%
-$26.5K
0.06%
141
2021
Q4
$302K
Sell
2,699
-55
-2%
-$6.29K
0.07%
131
2021
Q3
$316K
Buy
2,754
+12
+0.4%
+$1.39K
0.07%
124
2021
Q2
$316K
Sell
2,742
-415
-13%
-$47.5K
0.08%
116
2021
Q1
$359K
Buy
3,157
+1,095
+53%
+$127K
0.1%
98
2020
Q4
$242K
Buy
2,062
+360
+21%
+$42.4K
0.07%
116
2020
Q3
$201K
Buy
1,702
+1
+0.1%
+$119
0.07%
114
2020
Q2
$201K
Buy
+1,701
New
+$199K
0.08%
96
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
$501B AUM
22.01%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close