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

Flagstar 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 		$7.42M Buy
74,995
+41,544
+124% +$4.11M 2.24% 5
2026
Q1 		$3.32M Sell
33,451
-8,633
-21% -$864K 1.2% 23
2025
Q4 		$4.2M Sell
42,084
-35,484
-46% -$3.56M 1.41% 17
2025
Q3 		$7.78M Sell
77,568
-6,768
-8% -$671K 2.38% 5
2025
Q2 		$8.37M Sell
84,336
-11,808
-12% -$1.16M 2.32% 5
2025
Q1 		$9.51M Sell
96,144
-10,078
-9% -$985K 2.43% 6
2024
Q4 		$10.3M Buy
106,222
+13,604
+15% +$1.34M 2.56% 6
2024
Q3 		$9.38M Buy
92,618
+2,161
+2% +$216K 2.38% 6
2024
Q2 		$8.78M Sell
90,457
-1,348
-1% -$130K 2.41% 6
2024
Q1 		$8.99M Buy
91,805
+23,734
+35% +$2.32M 2.5% 6
2023
Q4 		$6.76M Buy
68,071
+18,618
+38% +$1.77M 2.14% 7
2023
Q3 		$4.65M Buy
49,453
+14,762
+43% +$1.42M 1.77% 12
2023
Q2 		$3.4M Sell
34,691
-2,069
-6% -$205K 1.28% 18
2023
Q1 		$3.66M Sell
36,760
-2,953
-7% -$292K 1.33% 19
2022
Q4 		$3.85M Buy
39,713
+9,003
+29% +$871K 1.35% 19
2022
Q3 		$2.96M Buy
30,710
+720
+2% +$72.8K 1.11% 21
2022
Q2 		$3.05M Sell
29,990
-12,472
-29% -$1.28M 1.13% 21
2022
Q1 		$4.55M Buy
42,462
+1,358
+3% +$149K 1.43% 19
2021
Q4 		$4.69M Buy
41,104
+2,622
+7% +$300K 1.44% 18
2021
Q3 		$4.42M Buy
+38,482
New +$4.46M 1.47% 18

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Flagstar Advisors's AGG Position: Q2 2026 in Review

Flagstar Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 124% in Q2 2026, buying an estimated $4.11M and bringing the position to 74,995 shares worth $7.42M. The position accounts for 2.24% of the portfolio, ranked #5.

Flagstar Advisors first reported a position in AGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.3M in Q4 2024. 908 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Flagstar Advisors held 74,995 shares of iShares Core US Aggregate Bond ETF worth $7.42M as of Q2 2026.
  • Flagstar Advisors bought 41,544 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.11M.
  • iShares Core US Aggregate Bond ETF made up 2.24% of Flagstar Advisors's portfolio in Q2 2026, its #5 holding.
  • Flagstar Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.3M in Q4 2024.
  • 908 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.