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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
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
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

Flagship Wealth Advisors's AGG Position: Q1 2026 in Review

Flagship Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 1,496 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #124.

Flagship Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 5 quarters since. The position peaked at $162K in Q4 2024. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Flagship Wealth Advisors held 1,496 shares of iShares Core US Aggregate Bond ETF worth $148K as of Q1 2026.
  • Flagship Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Flagship Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Flagship Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Flagship Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $162K in Q4 2024.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.