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Frazier Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Frazier Financial 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
Q1 		$44.8K Buy
+451
New +$45.1K 0.02% 203
2025
Q3 		– Sell
-206
Closed -$20.4K – 641
2025
Q2 		$20.4K Hold
206
– – 0.01% 266
2025
Q1 		$20.4K Sell
206
-354
-63% -$34.6K 0.02% 244
2024
Q4 		$54.3K Buy
+560
New +$55.2K 0.04% 127

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Frazier Financial Advisors's AGG Position: Q1 2026 in Review

Frazier Financial Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 451 shares worth $44.8K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Frazier Financial Advisors previously reported a position in AGG as recently as Q2 2025.

Frazier Financial Advisors first reported a position in AGG in Q4 2024 and has held it in 4 quarters since. The position peaked at $54.3K in Q4 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Frazier Financial Advisors held 451 shares of iShares Core US Aggregate Bond ETF worth $44.8K as of Q1 2026.
  • iShares Core US Aggregate Bond ETF was a new Frazier Financial Advisors position in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q1 2026, its #203 holding.
  • Frazier Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Frazier Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $54.3K in Q4 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.