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

Financial Perspectives’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	$45.3K	Buy	458 +278	+154%	+$27.5K	0.01%	345
2026 Q1	$17.9K	Sell	180 -10	-5%	-$1K	0.01%	454
2025 Q4	$19K	Hold	190	–	–	0.01%	442
2025 Q3	$19K	Hold	190	–	–	0.01%	437
2025 Q2	$18.8K	Hold	190	–	–	0.01%	424
2025 Q1	$18.8K	Hold	190	–	–	0.01%	422
2024 Q4	$18.4K	Hold	190	–	–	0.01%	420
2024 Q3	$19.2K	Buy	190 +10	+6%	+$998	0.01%	395
2024 Q2	$17.5K	Sell	180 -134	-43%	-$12.9K	0.01%	398
2024 Q1	$30.8K	Hold	314	–	–	0.01%	329
2023 Q4	$31.2K	Sell	314 -60	-16%	-$5.71K	0.01%	319
2023 Q3	$35.2K	Hold	374	–	–	0.02%	289
2023 Q2	$36.6K	Buy	+374	New	+$37K	0.02%	296
2022 Q4	–	Sell	-200	Closed	-$19.3K	–	688
2022 Q3	$19.3K	Hold	200	–	–	0.01%	352
2022 Q2	$20.3K	Hold	200	–	–	0.01%	346
2022 Q1	$21.4K	Buy	+200	New	+$22K	0.01%	362

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 Perspectives's AGG Position: Q2 2026 in Review

Financial Perspectives increased its iShares Core US Aggregate Bond ETF (AGG) stake by 154% in Q2 2026, buying an estimated $27.5K and bringing the position to 458 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #345.

Financial Perspectives first reported a position in AGG in Q1 2022 and has held it in 16 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Financial Perspectives held 458 shares of iShares Core US Aggregate Bond ETF worth $45.3K as of Q2 2026.
Financial Perspectives bought 278 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $27.5K.
iShares Core US Aggregate Bond ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #345 holding.
Financial Perspectives first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 16 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.