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Foundations Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Foundations Investment 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 		$2.06M Sell
20,831
-682
-3% -$67.5K 0.02% 394
2026
Q1 		$2.14M Buy
21,513
+217
+1% +$21.7K 0.03% 359
2025
Q4 		$2.13M Sell
21,296
-18,213
-46% -$1.83M 0.03% 332
2025
Q3 		$3.96M Buy
39,509
+1,681
+4% +$167K 0.06% 239
2025
Q2 		$3.75M Sell
37,828
-121,049
-76% -$11.9M 0.06% 239
2025
Q1 		$15.7M Buy
158,877
+143,083
+906% +$14M 0.29% 86
2024
Q4 		$1.53M Sell
15,794
-178,678
-92% -$17.6M 0.03% 334
2024
Q3 		$19.7M Buy
194,472
+103,427
+114% +$10.3M 0.41% 60
2024
Q2 		$8.84M Buy
91,045
+8,484
+10% +$819K 0.21% 89
2024
Q1 		$8.09M Sell
82,561
-53,918
-40% -$5.28M 0.21% 86
2023
Q4 		$13.6M Buy
136,479
+125,770
+1,174% +$12M 0.36% 61
2023
Q3 		$1.01M Sell
10,709
-135,964
-93% -$13.1M 0.03% 282
2023
Q2 		$14.4M Buy
146,673
+139,724
+2,011% +$13.8M 0.48% 38
2023
Q1 		$692K Buy
6,949
+2,050
+42% +$203K 0.02% 278
2022
Q4 		$475K Buy
4,899
+51
+1% +$4.93K 0.02% 285
2022
Q3 		$467K Sell
4,848
-73
-1% -$7.38K 0.02% 259
2022
Q2 		$501K Buy
4,921
+1,154
+31% +$119K 0.02% 229
2022
Q1 		$392K Sell
3,767
-109
-3% -$12K 0.02% 226
2021
Q4 		$436K Buy
3,876
+1,374
+55% +$157K 0.02% 218
2021
Q3 		$287K Sell
2,502
-196
-7% -$22.7K 0.01% 258
2021
Q2 		$312K Buy
+2,698
New +$309K 0.02% 230
2020
Q1 		– Sell
-159,865
Closed -$18.1M – 119
2019
Q4 		$18.1M Buy
159,865
+62,937
+65% +$7.09M 2.22% 14
2019
Q3 		$11M Buy
96,928
+18,775
+24% +$2.11M 1.44% 17
2019
Q2 		$8.72M Buy
+78,153
New +$8.55M 1.31% 17
2019
Q1 		– Sell
-3,333
Closed -$357K – 98
2018
Q4 		$357K Sell
3,333
-40,502
-92% -$4.25M 0.08% 77
2018
Q3 		$4.63M Buy
43,835
+3,979
+10% +$422K 1.13% 19
2018
Q2 		$4.24M Buy
+39,856
New +$4.23M 1.13% 20

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

Foundations Investment Advisors's AGG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, selling an estimated $67.5K and leaving 20,831 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #394.

Foundations Investment Advisors first reported a position in AGG in Q2 2018 and has held it in 27 quarters since. The position peaked at $19.7M in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Foundations Investment Advisors held 20,831 shares of iShares Core US Aggregate Bond ETF worth $2.06M as of Q2 2026.
  • Foundations Investment Advisors sold 682 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $67.5K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #394 holding.
  • Foundations Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 27 quarters since.
  • Foundations Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $19.7M in Q3 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.