FFA
AGG icon

Founders Financial Alliance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Founders Financial Alliance’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 		$254K Sell
2,565
-93
-3% -$9.2K 0.03% 380
2026
Q1 		$264K Buy
2,658
+1,868
+236% +$187K 0.05% 325
2025
Q4 		$78.9K Sell
790
-1,472
-65% -$148K 0.01% 407
2025
Q3 		$227K Buy
2,262
+1,569
+226% +$156K 0.04% 352
2025
Q2 		$68.7K Sell
693
-1,915
-73% -$188K 0.02% 370
2025
Q1 		$258K Sell
2,608
-67
-3% -$6.55K 0.06% 284
2024
Q4 		$259K Sell
2,675
-117
-4% -$11.5K 0.07% 237
2024
Q3 		$283K Sell
2,792
-24
-0.9% -$2.39K 0.08% 226
2024
Q2 		$273K Sell
2,816
-400
-12% -$38.6K 0.08% 223
2024
Q1 		$315K Buy
3,216
+1,103
+52% +$108K 0.09% 205
2023
Q4 		$210K Sell
2,113
-235
-10% -$22.4K 0.08% 233
2023
Q3 		$221K Buy
2,348
+5
+0.2% +$482 0.1% 208
2023
Q2 		$230K Buy
2,343
+411
+21% +$40.6K 0.09% 232
2023
Q1 		$192K Sell
1,932
-609
-24% -$60.2K 0.1% 203
2022
Q4 		$246K Sell
2,541
-74
-3% -$7.16K 0.11% 188
2022
Q3 		$252K Sell
2,615
-904
-26% -$91.4K 0.13% 174
2022
Q2 		$358K Buy
3,519
+1,609
+84% +$165K 0.18% 127
2022
Q1 		$205K Buy
1,910
+278
+17% +$30.6K 0.09% 207
2021
Q4 		$186K Buy
1,632
+4
+0.2% +$458 0.07% 250
2021
Q3 		$187K Buy
1,628
+201
+14% +$23.3K 0.09% 226
2021
Q2 		$165K Buy
1,427
+395
+38% +$45.3K 0.08% 255
2021
Q1 		$117K Sell
1,032
-45
-4% -$5.21K 0.06% 258
2020
Q4 		$127K Buy
1,077
+222
+26% +$26.2K 0.07% 227
2020
Q3 		$100K Buy
+855
New +$101K 0.06% 265

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

Founders Financial Alliance's AGG Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q2 2026, selling an estimated $9.2K and leaving 2,565 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #380.

Founders Financial Alliance first reported a position in AGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $358K in Q2 2022. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Founders Financial Alliance held 2,565 shares of iShares Core US Aggregate Bond ETF worth $254K as of Q2 2026.
  • Founders Financial Alliance sold 93 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.2K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #380 holding.
  • Founders Financial Alliance first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Core US Aggregate Bond ETF position peaked at $358K in Q2 2022.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.