First Foundation Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Buy |
161,784
+12,492
| +8% | +$1.25M | 0.65% | 29 |
|
|
2025
Q4 | $14.9M | Sell |
149,292
-36,796
| -20% | -$3.69M | 0.56% | 31 |
|
|
2025
Q3 | $18.7M | Sell |
186,088
-175,459
| -49% | -$17.4M | 0.69% | 28 |
|
|
2025
Q2 | $35.9M | Sell |
361,547
-1,682
| -0.5% | -$165K | 1.33% | 15 |
|
|
2025
Q1 | $35.9M | Buy |
363,229
+56,772
| +19% | +$5.55M | 1.46% | 14 |
|
|
2024
Q4 | $29.7M | Buy |
306,457
+29,480
| +11% | +$2.9M | 1.12% | 20 |
|
|
2024
Q3 | $28M | Buy |
276,977
+24,589
| +10% | +$2.45M | 1.06% | 21 |
|
|
2024
Q2 | $24.5M | Buy |
252,388
+35,573
| +16% | +$3.43M | 0.94% | 22 |
|
|
2024
Q1 | $21.2M | Buy |
216,815
+76,647
| +55% | +$7.5M | 0.85% | 29 |
|
|
2023
Q4 | $13.9M | Buy |
140,168
+3,986
| +3% | +$379K | 0.63% | 39 |
|
|
2023
Q3 | $12.8M | Buy |
136,182
+49,252
| +57% | +$4.74M | 0.6% | 45 |
|
|
2023
Q2 | $8.51M | Buy |
86,930
+3,531
| +4% | +$349K | 0.37% | 61 |
|
|
2023
Q1 | $8.31M | Buy |
83,399
+20,609
| +33% | +$2.04M | 0.38% | 61 |
|
|
2022
Q4 | $6.09M | Sell |
62,790
-23,837
| -28% | -$2.31M | 0.29% | 72 |
|
|
2022
Q3 | $8.35M | Sell |
86,627
-45,016
| -34% | -$4.55M | 0.41% | 55 |
|
|
2022
Q2 | $13.4M | Buy |
131,643
+95,841
| +268% | +$9.85M | 0.59% | 41 |
|
|
2022
Q1 | $3.83M | Sell |
35,802
-1,875
| -5% | -$206K | 0.14% | 90 |
|
|
2021
Q4 | $4.3M | Buy |
37,677
+9,541
| +34% | +$1.09M | 0.15% | 85 |
|
|
2021
Q3 | $3.23M | Sell |
28,136
-25,366
| -47% | -$2.94M | 0.12% | 98 |
|
|
2021
Q2 | $6.17M | Sell |
53,502
-9,733
| -15% | -$1.12M | 0.24% | 73 |
|
|
2021
Q1 | $7.2M | Sell |
63,235
-11,105
| -15% | -$1.29M | 0.31% | 61 |
|
|
2020
Q4 | $8.79M | Buy |
74,340
+1,328
| +2% | +$156K | 0.39% | 51 |
|
|
2020
Q3 | $8.62M | Buy |
73,012
+8,425
| +13% | +$999K | 0.4% | 49 |
|
|
2020
Q2 | $7.63M | Buy |
64,587
+40,059
| +163% | +$4.69M | 0.39% | 47 |
|
|
2020
Q1 | $2.83M | Sell |
24,528
-37,224
| -60% | -$4.24M | 0.17% | 82 |
|
|
2019
Q4 | $6.94M | Sell |
61,752
-31,015
| -33% | -$3.5M | 0.34% | 57 |
|
|
2019
Q3 | $10.5M | Buy |
92,767
+84,219
| +985% | +$9.47M | 0.56% | 47 |
|
|
2019
Q2 | $952K | Buy |
8,548
+423
| +5% | +$46.3K | 0.05% | 172 |
|
|
2019
Q1 | $886K | Sell |
8,125
-5,777
| -42% | -$619K | 0.05% | 174 |
|
|
2018
Q4 | $1.48M | Buy |
13,902
+10,260
| +282% | +$1.08M | 0.09% | 134 |
|
|
2018
Q3 | $384K | Buy |
+3,642
| New | +$386K | 0.02% | 264 |
|
|
2018
Q1 | – | Sell |
-6,616
| Closed | -$723K | – | 322 |
|
|
2017
Q4 | $723K | Buy |
6,616
+4,668
| +240% | +$510K | 0.04% | 200 |
|
|
2017
Q3 | $213K | Hold |
1,948
| – | – | 0.01% | 282 |
|
|
2017
Q2 | $213K | Hold |
1,948
| – | – | 0.01% | 292 |
|
|
2017
Q1 | $211K | Sell |
1,948
-52,120
| -96% | -$5.64M | 0.01% | 294 |
|
|
2016
Q4 | $5.84M | Buy |
54,068
+51,709
| +2,192% | +$5.67M | 0.38% | 55 |
|
|
2016
Q3 | $265K | Sell |
2,359
-181
| -7% | -$20.4K | 0.02% | 247 |
|
|
2016
Q2 | $286K | Buy |
+2,540
| New | +$282K | 0.02% | 245 |
|
|
2016
Q1 | – | Sell |
-25,984
| Closed | -$2.81M | – | 303 |
|
|
2015
Q4 | $2.81M | Buy |
25,984
+20,840
| +405% | +$2.27M | 0.19% | 84 |
|
|
2015
Q3 | $564K | Buy |
+5,144
| New | +$561K | 0.05% | 139 |
|
|
2015
Q2 | – | Sell |
-5,670
| Closed | -$632K | – | 247 |
|
|
2015
Q1 | $632K | Sell |
5,670
-79,789
| -93% | -$8.86M | 0.05% | 132 |
|
|
2014
Q4 | $9.41M | Buy |
+85,459
| New | +$9.4M | 0.83% | 44 |
|
Other funds holding AGG
First Foundation Advisors's AGG Position: Q1 2026 in Review
First Foundation Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.4% in Q1 2026, buying an estimated $1.25M and bringing the position to 161,784 shares worth $16.1M. The position accounts for 0.65% of the portfolio, ranked #29.
First Foundation Advisors first reported a position in AGG in Q4 2014 and has held it in 42 quarters since. The position peaked at $35.9M in Q1 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- First Foundation Advisors held 161,784 shares of iShares Core US Aggregate Bond ETF worth $16.1M as of Q1 2026.
- First Foundation Advisors bought 12,492 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.25M.
- iShares Core US Aggregate Bond ETF made up 0.65% of First Foundation Advisors's portfolio in Q1 2026, its #29 holding.
- First Foundation Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 42 quarters since.
- First Foundation Advisors's iShares Core US Aggregate Bond ETF position peaked at $35.9M in Q1 2025.
- 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.