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FourThought Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FourThought Financial Partners’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 		$5.4M Sell
54,522
-4,627
-8% -$458K 0.42% 66
2026
Q1 		$5.87M Sell
59,149
-2,938
-5% -$294K 0.51% 56
2025
Q4 		$6.2M Buy
62,087
+6,829
+12% +$685K 0.52% 53
2025
Q3 		$5.54M Buy
55,258
+1,190
+2% +$118K 0.49% 59
2025
Q2 		$5.36M Sell
54,068
-1,430
-3% -$140K 0.53% 54
2025
Q1 		$5.49M Buy
55,498
+1,009
+2% +$98.6K 0.57% 50
2024
Q4 		$5.28M Buy
54,489
+18,144
+50% +$1.79M 0.55% 51
2024
Q3 		$3.68M Buy
36,345
+5,387
+17% +$537K 0.44% 63
2024
Q2 		$3.01M Buy
30,958
+2,524
+9% +$244K 0.39% 67
2024
Q1 		$2.78M Buy
28,434
+1,586
+6% +$155K 0.32% 79
2023
Q4 		$2.66M Sell
26,848
-62
-0.2% -$5.9K 0.33% 74
2023
Q3 		$2.53M Sell
26,910
-14,556
-35% -$1.4M 0.35% 73
2023
Q2 		$4.06M Sell
41,466
-634
-2% -$62.7K 0.53% 55
2023
Q1 		$4.19M Sell
42,100
-309
-0.7% -$30.5K 0.58% 51
2022
Q4 		$4.11M Buy
+42,409
New +$4.1M 0.6% 44

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

FourThought Financial Partners's AGG Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q2 2026, selling an estimated $458K and leaving 54,522 shares worth $5.4M. The position accounts for 0.42% of the portfolio, ranked #66.

FourThought Financial Partners first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.2M in Q4 2025. 2,091 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • FourThought Financial Partners held 54,522 shares of iShares Core US Aggregate Bond ETF worth $5.4M as of Q2 2026.
  • FourThought Financial Partners sold 4,627 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $458K.
  • iShares Core US Aggregate Bond ETF made up 0.42% of FourThought Financial Partners's portfolio in Q2 2026, its #66 holding.
  • FourThought Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $6.2M in Q4 2025.
  • 2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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