Flagship Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Flagship Wealth Advisors’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	$148K	Hold	1,496	–	–	0.03%	174
2026 Q1	$148K	Hold	1,496	–	–	0.06%	124
2025 Q4	$149K	Hold	1,496	–	–	0.04%	137
2025 Q3	$150K	Hold	1,496	–	–	0.05%	138
2025 Q2	$148K	Buy	+1,496	New	+$147K	0.06%	134
2025 Q1	–	Sell	-1,671	Closed	-$162K	–	380
2024 Q4	$162K	Buy	+1,671	New	+$165K	0.1%	106

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

Flagship Wealth Advisors's AGG Position: Q2 2026 in Review

Flagship Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,496 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #174.

Flagship Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $162K in Q4 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Flagship Wealth Advisors held 1,496 shares of iShares Core US Aggregate Bond ETF worth $148K as of Q2 2026.
Flagship Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Flagship Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $162K in Q4 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.