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Financial & Tax Architects’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial & Tax Architects’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 		$8.86M Sell
89,492
-13,121
-13% -$1.3M 1.87% 12
2026
Q1 		$10.2M Sell
102,613
-12,658
-11% -$1.27M 2.27% 7
2025
Q4 		$11.5M Sell
115,271
-23,043
-17% -$2.31M 2.59% 8
2025
Q3 		$13.9M Sell
138,314
-11,232
-8% -$1.11M 3.06% 7
2025
Q2 		$14.8M Sell
149,546
-4,074
-3% -$399K 3.6% 6
2025
Q1 		$15.2M Sell
153,620
-10,592
-6% -$1.04M 3.81% 6
2024
Q4 		$15.9M Buy
164,212
+4,479
+3% +$441K 4.05% 5
2024
Q3 		$16.2M Sell
159,733
-12,984
-8% -$1.3M 4.16% 6
2024
Q2 		$16.8M Sell
172,717
-3,238
-2% -$313K 4.49% 6
2024
Q1 		$17.2M Buy
175,955
+98,876
+128% +$9.68M 4.74% 6
2023
Q4 		$7.65M Sell
77,079
-87,581
-53% -$8.33M 2.26% 11
2023
Q3 		$15.5M Buy
164,660
+10,903
+7% +$1.05M 4.81% 6
2023
Q2 		$15.1M Buy
153,757
+39,510
+35% +$3.91M 4.65% 5
2023
Q1 		$11.4M Buy
114,247
+15,982
+16% +$1.58M 3.75% 4
2022
Q4 		$9.84M Sell
98,265
-7,353
-7% -$711K 3.36% 4
2022
Q3 		$10.2M Sell
105,618
-6,273
-6% -$634K 3.81% 6
2022
Q2 		$11.4M Buy
111,891
+12,817
+13% +$1.32M 4.31% 2
2022
Q1 		$10.6M Buy
99,074
+18,932
+24% +$2.08M 4.01% 2
2021
Q4 		$9.14M Buy
80,142
+1,249
+2% +$143K 3.73% 5
2021
Q3 		$9.06M Sell
78,893
-2,687
-3% -$311K 4.13% 4
2021
Q2 		$9.41M Sell
81,580
-2,268
-3% -$260K 4.61% 4
2021
Q1 		$9.54M Buy
+83,848
New +$9.71M 5.35% 3

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 & Tax Architects's AGG Position: Q2 2026 in Review

Financial & Tax Architects reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $1.3M and leaving 89,492 shares worth $8.86M. The position accounts for 1.87% of the portfolio, ranked #12.

Financial & Tax Architects first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.2M in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Financial & Tax Architects held 89,492 shares of iShares Core US Aggregate Bond ETF worth $8.86M as of Q2 2026.
  • Financial & Tax Architects sold 13,121 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Core US Aggregate Bond ETF made up 1.87% of Financial & Tax Architects's portfolio in Q2 2026, its #12 holding.
  • Financial & Tax Architects first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's iShares Core US Aggregate Bond ETF position peaked at $17.2M in Q1 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.