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Financial Partners Group (Tennessee)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Partners Group (Tennessee)’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
2025
Q2 		$588K Buy
+5,927
New +$581K 0.21% 61
2024
Q3 		– Sell
-12,855
Closed -$1.25M – 99
2024
Q2 		$1.25M Sell
12,855
-83
-0.6% -$8.01K 0.48% 50
2024
Q1 		$1.27M Sell
12,938
-2,833
-18% -$277K 0.49% 48
2023
Q4 		$1.57M Buy
+15,771
New +$1.5M 0.71% 34

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Partners Group (Tennessee)'s AGG Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2025: 5,927 shares worth $588K. The stake represents 0.21% of the portfolio and ranks #61 among its holdings. This is a return to the name: Financial Partners Group (Tennessee) previously reported a position in AGG as recently as Q2 2024.

Financial Partners Group (Tennessee) first reported a position in AGG in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.57M in Q4 2023. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Financial Partners Group (Tennessee) held 5,927 shares of iShares Core US Aggregate Bond ETF worth $588K as of Q2 2025.
  • iShares Core US Aggregate Bond ETF was a new Financial Partners Group (Tennessee) position in Q2 2025.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #61 holding.
  • Financial Partners Group (Tennessee) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Financial Partners Group (Tennessee)'s iShares Core US Aggregate Bond ETF position peaked at $1.57M in Q4 2023.
  • 1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.