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

Financial Strategies Group’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 		$3.57M Buy
35,932
+871
+2% +$87.1K 0.6% 34
2025
Q4 		$3.51M Buy
35,061
+7
+0% +$702 0.63% 34
2025
Q3 		$3.51M Sell
35,054
-851
-2% -$84.4K 0.67% 34
2025
Q2 		$3.52M Buy
35,905
+583
+2% +$57.1K 0.73% 31
2025
Q1 		$3.45M Sell
35,322
-4,420
-11% -$432K 0.82% 29
2024
Q4 		$3.81M Buy
39,742
+4,126
+12% +$406K 0.91% 28
2024
Q3 		$3.54M Buy
35,616
+13,893
+64% +$1.39M 0.83% 29
2024
Q2 		$2.12M Sell
21,723
-572
-3% -$55.2K 0.53% 33
2024
Q1 		$2.16M Buy
22,295
+7,772
+54% +$761K 0.58% 33
2023
Q4 		$1.42M Buy
14,523
+612
+4% +$58.2K 0.41% 35
2023
Q3 		$1.29M Buy
13,911
+4,149
+43% +$400K 0.41% 37
2023
Q2 		$956K Sell
9,762
-1,156
-11% -$114K 0.31% 42
2023
Q1 		$1.09M Buy
10,918
+94
+0.9% +$9.29K 0.42% 41
2022
Q4 		$1.05M Sell
10,824
-1,517
-12% -$147K 0.44% 41
2022
Q3 		$1.19M Sell
12,341
-749
-6% -$75.7K 0.54% 31
2022
Q2 		$1.33M Buy
13,090
+3,852
+42% +$396K 0.56% 28
2022
Q1 		$989K Buy
9,238
+4,010
+77% +$441K 0.39% 31
2021
Q4 		$596K Buy
5,228
+254
+5% +$29.1K 0.24% 48
2021
Q3 		$571K Sell
4,974
-284
-5% -$32.9K 0.26% 39
2021
Q2 		$606K Buy
5,258
+1,001
+24% +$115K 0.28% 36
2021
Q1 		$485K Buy
4,257
+1,087
+34% +$126K 0.25% 35
2020
Q4 		$375K Sell
3,170
-94
-3% -$11.1K 0.21% 39
2020
Q3 		$385K Sell
3,264
-50
-2% -$5.93K 0.26% 35
2020
Q2 		$392K Buy
+3,314
New +$388K 0.29% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Strategies Group's AGG Position: Q1 2026 in Review

Financial Strategies Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q1 2026, buying an estimated $87.1K and bringing the position to 35,932 shares worth $3.57M. The position accounts for 0.6% of the portfolio, ranked #34.

Financial Strategies Group first reported a position in AGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.81M in Q4 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Financial Strategies Group held 35,932 shares of iShares Core US Aggregate Bond ETF worth $3.57M as of Q1 2026.
  • Financial Strategies Group bought 871 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $87.1K.
  • iShares Core US Aggregate Bond ETF made up 0.6% of Financial Strategies Group's portfolio in Q1 2026, its #34 holding.
  • Financial Strategies Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Financial Strategies Group's iShares Core US Aggregate Bond ETF position peaked at $3.81M in Q4 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.