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 Q2	$16.2M	Sell	164,064 -4,067	-2%	-$402K	1.65%	20
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 $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 Partners Group (Kansas)'s AGG Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, selling an estimated $402K and leaving 164,064 shares worth $16.2M. The position accounts for 1.65% of the portfolio, ranked #20.

Financial Partners Group (Kansas) first reported a position in AGG in Q2 2020 and has held it in 13 quarters since. The position peaked at $17.1M in Q3 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Financial Partners Group (Kansas) held 164,064 shares of iShares Core US Aggregate Bond ETF worth $16.2M as of Q2 2026.
Financial Partners Group (Kansas) sold 4,067 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $402K.
iShares Core US Aggregate Bond ETF made up 1.65% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #20 holding.
Financial Partners Group (Kansas) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 13 quarters since.
Financial Partners Group (Kansas)'s iShares Core US Aggregate Bond ETF position peaked at $17.1M in Q3 2025.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.