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Focus Partners Advisor Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Focus Partners Advisor Solutions’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 		$5.3M Buy
53,385
+12,249
+30% +$1.23M 0.05% 162
2025
Q4 		$4.11M Sell
41,136
-43,675
-51% -$4.38M 0.05% 180
2025
Q3 		$8.5M Buy
84,811
+26,081
+44% +$2.59M 0.1% 112
2025
Q2 		$5.83M Sell
58,730
-1,699
-3% -$166K 0.08% 125
2025
Q1 		$5.98M Buy
60,429
+8,875
+17% +$868K 0.09% 111
2024
Q4 		$5M Sell
51,554
-12,967
-20% -$1.28M 0.08% 118
2024
Q3 		$6.53M Buy
64,521
+5,478
+9% +$547K 0.14% 80
2024
Q2 		$5.73M Buy
59,043
+40,818
+224% +$3.94M 0.15% 74
2024
Q1 		$1.79M Sell
18,225
-45,426
-71% -$4.45M 0.05% 170
2023
Q4 		$6.32M Sell
63,651
-22,701
-26% -$2.16M 0.3% 44
2023
Q3 		$8.12M Sell
86,352
-4,869
-5% -$469K 0.39% 33
2023
Q2 		$8.94M Buy
91,221
+2,577
+3% +$255K 0.5% 30
2023
Q1 		$8.83M Sell
88,644
-37,759
-30% -$3.73M 0.57% 27
2022
Q4 		$12.3M Buy
126,403
+299
+0.2% +$28.9K 0.95% 17
2022
Q3 		$12.1M Sell
126,104
-18,097
-13% -$1.83M 0.72% 20
2022
Q2 		$14.7M Buy
144,201
+27,400
+23% +$2.82M 1.24% 16
2022
Q1 		$12.5M Buy
+116,801
New +$12.9M 1.25% 15

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

Focus Partners Advisor Solutions's AGG Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q1 2026, buying an estimated $1.23M and bringing the position to 53,385 shares worth $5.3M. The position accounts for 0.05% of the portfolio, ranked #162.

Focus Partners Advisor Solutions first reported a position in AGG in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.7M in Q2 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Focus Partners Advisor Solutions held 53,385 shares of iShares Core US Aggregate Bond ETF worth $5.3M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 12,249 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.23M.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #162 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's iShares Core US Aggregate Bond ETF position peaked at $14.7M in Q2 2022.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.