FFA
AGG icon

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

Florida Financial 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 		$341K Sell
3,436
-732
-18% -$73.2K 0.08% 224
2025
Q4 		$416K Buy
4,168
+855
+26% +$85.8K 0.11% 165
2025
Q3 		$332K Sell
3,313
-5,301
-62% -$526K 0.1% 186
2025
Q2 		$854K Sell
8,614
-453
-5% -$44.4K 0.28% 82
2025
Q1 		$897K Buy
9,067
+1,546
+21% +$151K 0.35% 62
2024
Q4 		$729K Buy
7,521
+666
+10% +$65.6K 0.33% 60
2024
Q3 		$694K Buy
6,855
+4,789
+232% +$478K 0.36% 59
2024
Q2 		$201K Buy
+2,066
New +$199K 0.12% 144

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

Florida Financial Advisors's AGG Position: Q1 2026 in Review

Florida Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q1 2026, selling an estimated $73.2K and leaving 3,436 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #224.

Florida Financial Advisors first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $897K in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Florida Financial Advisors held 3,436 shares of iShares Core US Aggregate Bond ETF worth $341K as of Q1 2026.
  • Florida Financial Advisors sold 732 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $73.2K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Florida Financial Advisors's portfolio in Q1 2026, its #224 holding.
  • Florida Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Florida Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $897K in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.