Focus Financial Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Focus Financial Network’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	$63.5M	Buy	641,837 +33,405	+5%	+$3.31M	1.97%	8
2026 Q1	$60.4M	Buy	608,432 +22,390	+4%	+$2.24M	2.17%	8
2025 Q4	$58.5M	Buy	586,042 +41,644	+8%	+$4.18M	2.04%	8
2025 Q3	$54.6M	Buy	544,398 +47,503	+10%	+$4.71M	1.95%	8
2025 Q2	$49.3M	Sell	496,895 -146,819	-23%	-$14.4M	1.95%	8
2025 Q1	$63.7M	Buy	643,714 +75,323	+13%	+$7.36M	2.6%	7
2024 Q4	$55.1M	Buy	568,391 +77,575	+16%	+$7.64M	2.19%	8
2024 Q3	$49.7M	Buy	490,816 +13,879	+3%	+$1.38M	2.03%	8
2024 Q2	$47M	Buy	476,937 +17,130	+4%	+$1.65M	2.01%	8
2024 Q1	$43.8M	Buy	459,807 +109,847	+31%	+$10.8M	2.14%	8
2023 Q4	$34.7M	Sell	349,960 -95,647	-21%	-$9.1M	1.31%	13
2023 Q3	$41.9M	Sell	445,607 -60,538	-12%	-$5.83M	2.37%	7
2023 Q2	$49.6M	Buy	506,145 +40,279	+9%	+$3.98M	2.75%	7
2023 Q1	$46.4M	Buy	+465,866	New	+$46M	2.89%	6
2021 Q4	–	Sell	-11,736	Closed	-$1.35M	–	355
2021 Q3	$1.35M	Buy	11,736 +1,240	+12%	+$144K	0.18%	134
2021 Q2	$1.21M	Buy	10,496 +737	+8%	+$84.4K	0.16%	136
2021 Q1	$1.11M	Buy	+9,759	New	+$1.13M	0.13%	147
2020 Q4	–	Sell	-234,682	Closed	-$27.7M	–	428
2020 Q3	$27.7M	Buy	234,682 +21,777	+10%	+$2.58M	2.59%	7
2020 Q2	$25.2M	Buy	212,905 +77,497	+57%	+$9.07M	2.8%	6
2020 Q1	$15.6M	Buy	135,408 +123,965	+1,083%	+$14.1M	2.1%	7
2019 Q4	$1.29M	Buy	11,443 +7,635	+200%	+$860K	0.16%	129
2019 Q3	$431K	Sell	3,808 -9,792	-72%	-$1.1M	0.06%	246
2019 Q2	$1.51M	Buy	13,600 +170	+1%	+$18.6K	0.22%	94
2019 Q1	$1.46M	Buy	+13,430	New	+$1.44M	0.23%	87

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 22.9% 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

Focus Financial Network's AGG Position: Q2 2026 in Review

Focus Financial Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2026, buying an estimated $3.31M and bringing the position to 641,837 shares worth $63.5M. The position accounts for 1.97% of the portfolio, ranked #8.

Focus Financial Network first reported a position in AGG in Q1 2019 and has held it in 24 quarters since. The position peaked at $63.7M in Q1 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Focus Financial Network held 641,837 shares of iShares Core US Aggregate Bond ETF worth $63.5M as of Q2 2026.
Focus Financial Network bought 33,405 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.31M.
iShares Core US Aggregate Bond ETF made up 1.97% of Focus Financial Network's portfolio in Q2 2026, its #8 holding.
Focus Financial Network first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 24 quarters since.
Focus Financial Network's iShares Core US Aggregate Bond ETF position peaked at $63.7M in Q1 2025.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.