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 Q2	$498K	Buy	5,030 +1,594	+46%	+$158K	0.08%	198
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 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

Florida Financial Advisors's AGG Position: Q2 2026 in Review

Florida Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 46% in Q2 2026, buying an estimated $158K and bringing the position to 5,030 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #198.

Florida Financial Advisors first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $897K in Q1 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Florida Financial Advisors held 5,030 shares of iShares Core US Aggregate Bond ETF worth $498K as of Q2 2026.
Florida Financial Advisors bought 1,594 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $158K.
iShares Core US Aggregate Bond ETF made up 0.08% of Florida Financial Advisors's portfolio in Q2 2026, its #198 holding.
Florida Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Florida Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $897K in Q1 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.