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

Financial Services Advisory’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 		$6.98M Buy
70,525
+9,917
+16% +$981K 1.75% 17
2026
Q1 		$6.02M Buy
60,608
+17,453
+40% +$1.75M 2.86% 10
2025
Q4 		$4.31M Buy
43,155
+18,459
+75% +$1.85M 1.55% 14
2025
Q3 		$2.48M Buy
24,696
+14,657
+146% +$1.45M 0.95% 21
2025
Q2 		$996K Buy
10,039
+1,756
+21% +$172K 0.48% 28
2025
Q1 		$819K Sell
8,283
-359
-4% -$35.1K 0.31% 34
2024
Q4 		$837K Buy
8,642
+678
+9% +$66.8K 0.2% 46
2024
Q3 		$807K Buy
7,964
+290
+4% +$28.9K 0.2% 48
2024
Q2 		$745K Sell
7,674
-85,854
-92% -$8.29M 0.2% 46
2024
Q1 		$9.16M Sell
93,528
-64
-0.1% -$6.26K 2.28% 16
2023
Q4 		$9.29M Buy
93,592
+90,747
+3,190% +$8.64M 2.66% 13
2023
Q3 		$268K Buy
2,845
+224
+9% +$21.6K 0.13% 43
2023
Q2 		$257K Buy
2,621
+346
+15% +$34.2K 0.11% 42
2023
Q1 		$227K Sell
2,275
-90,653
-98% -$8.96M 0.15% 32
2022
Q4 		$9.01M Buy
+92,928
New +$8.99M 5.82% 8

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Services Advisory's AGG Position: Q2 2026 in Review

Financial Services Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $981K and bringing the position to 70,525 shares worth $6.98M. The position accounts for 1.75% of the portfolio, ranked #17.

Financial Services Advisory first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.29M in Q4 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Financial Services Advisory held 70,525 shares of iShares Core US Aggregate Bond ETF worth $6.98M as of Q2 2026.
  • Financial Services Advisory bought 9,917 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $981K.
  • iShares Core US Aggregate Bond ETF made up 1.75% of Financial Services Advisory's portfolio in Q2 2026, its #17 holding.
  • Financial Services Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Services Advisory's iShares Core US Aggregate Bond ETF position peaked at $9.29M in Q4 2023.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.