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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

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

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. 1,051 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.
  • 1,051 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.