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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
Q2 		$4.28M Sell
43,194
-10,191
-19% -$1.01M 0.04% 219
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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focus Partners Advisor Solutions's AGG Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 19% in Q2 2026, selling an estimated $1.01M and leaving 43,194 shares worth $4.28M. The position accounts for 0.04% of the portfolio, ranked #219.

Focus Partners Advisor Solutions first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.7M in Q2 2022. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Focus Partners Advisor Solutions held 43,194 shares of iShares Core US Aggregate Bond ETF worth $4.28M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 10,191 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #219 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's iShares Core US Aggregate Bond ETF position peaked at $14.7M in Q2 2022.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.