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

Focus Partners Wealth’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 		$132M Buy
1,338,510
+712
+0.1% +$70.4K 0.14% 153
2026
Q1 		$134M Sell
1,337,798
-29,460
-2% -$2.95M 0.15% 147
2025
Q4 		$136M Buy
1,367,258
+261,699
+24% +$26.3M 0.16% 132
2025
Q3 		$111M Buy
1,105,559
+155,796
+16% +$15.5M 0.18% 105
2025
Q2 		$94.2M Buy
949,763
+144,629
+18% +$14.2M 0.2% 105
2025
Q1 		$79.6M Sell
805,134
-3,465
-0.4% -$339K 0.2% 109
2024
Q4 		$78.4M Buy
808,599
+80,628
+11% +$7.94M 0.2% 103
2024
Q3 		$73.7M Sell
727,971
-720,027
-50% -$71.8M 0.23% 92
2024
Q2 		$141M Buy
1,447,998
+841,170
+139% +$81.2M 0.47% 51
2024
Q1 		$59.4M Buy
606,828
+124,224
+26% +$12.2M 0.48% 49
2023
Q4 		$47.9M Buy
+482,604
New +$45.9M 0.63% 29

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 Wealth's AGG Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.05% in Q2 2026, buying an estimated $70.4K and bringing the position to 1,338,510 shares worth $132M. The position accounts for 0.14% of the portfolio, ranked #153.

Focus Partners Wealth first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $141M in Q2 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Focus Partners Wealth held 1,338,510 shares of iShares Core US Aggregate Bond ETF worth $132M as of Q2 2026.
  • Focus Partners Wealth bought 712 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $70.4K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Focus Partners Wealth's portfolio in Q2 2026, its #153 holding.
  • Focus Partners Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares Core US Aggregate Bond ETF position peaked at $141M in Q2 2024.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.