FOCUS Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FOCUS Wealth Advisors’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	$1.25M	Hold	12,595	–	–	0.58%	36
2026 Q1	$1.25M	Hold	12,595	–	–	0.61%	35
2025 Q4	$1.26M	Hold	12,595	–	–	0.59%	35
2025 Q3	$1.26M	Hold	12,595	–	–	0.61%	35
2025 Q2	$1.25M	Hold	12,595	–	–	0.65%	35
2025 Q1	$1.25M	Hold	12,595	–	–	0.69%	34
2024 Q4	$1.22M	Sell	12,595 -5,392	-30%	-$531K	0.65%	34
2024 Q3	$1.82M	Buy	17,987 +69	+0.4%	+$6.88K	0.91%	33
2024 Q2	$1.74M	Buy	17,918 +49	+0.3%	+$4.73K	0.89%	33
2024 Q1	$1.75M	Buy	17,869 +516	+3%	+$50.5K	0.94%	32
2023 Q4	$1.72M	Buy	17,353 +6,529	+60%	+$621K	1.09%	27
2023 Q3	$1.02M	Buy	10,824 +4,054	+60%	+$390K	0.71%	35
2023 Q2	$663K	Hold	6,770	–	–	0.45%	36
2023 Q1	$675K	Hold	6,770	–	–	0.44%	36
2022 Q4	$657K	Hold	6,770	–	–	0.45%	35
2022 Q3	$652K	Buy	6,770 +630	+10%	+$63.7K	0.46%	35
2022 Q2	$624K	Hold	6,140	–	–	0.43%	31
2022 Q1	$658K	Hold	6,140	–	–	0.39%	31
2021 Q4	$700K	Hold	6,140	–	–	0.42%	30
2021 Q3	$705K	Hold	6,140	–	–	0.48%	30
2021 Q2	$708K	Hold	6,140	–	–	0.49%	30
2021 Q1	$700K	Hold	6,140	–	–	0.52%	30
2020 Q4	$726K	Buy	+6,140	New	+$723K	0.56%	30

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 22.96% 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 Wealth Advisors's AGG Position: Q2 2026 in Review

FOCUS Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 12,595 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #36.

FOCUS Wealth Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

FOCUS Wealth Advisors held 12,595 shares of iShares Core US Aggregate Bond ETF worth $1.25M as of Q2 2026.
FOCUS Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.58% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #36 holding.
FOCUS Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
FOCUS Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.82M in Q3 2024.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.