FF
AGG icon

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

Friedenthal Financial’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 		$144K Sell
1,452
-100
-6% -$9.89K 0.07% 125
2026
Q1 		$154K Buy
1,552
+23
+2% +$2.3K 0.08% 122
2025
Q4 		$153K Sell
1,529
-122
-7% -$12.2K 0.08% 118
2025
Q3 		$166K Buy
1,651
+122
+8% +$12.1K 0.09% 110
2025
Q2 		$152K Buy
1,529
+91
+6% +$8.92K 0.08% 112
2025
Q1 		$142K Buy
1,438
+135
+10% +$13.2K 0.09% 108
2024
Q4 		$126K Sell
1,303
-295
-18% -$29.1K 0.07% 116
2024
Q3 		$162K Buy
1,598
+2
+0.1% +$200 0.09% 111
2024
Q2 		$155K Hold
1,596
– – 0.1% 107
2024
Q1 		$156K Hold
1,596
– – 0.1% 110
2023
Q4 		$158K Buy
+1,596
New +$152K 0.1% 107
2023
Q2 		– Sell
-3,077
Closed -$307K – 104
2023
Q1 		$307K Sell
3,077
-43,120
-93% -$4.26M 0.22% 93
2022
Q4 		$4.48M Buy
+46,197
New +$4.47M 3.12% 8
2021
Q4 		– Sell
-5,632
Closed -$647K – 73
2021
Q3 		$647K Buy
5,632
+155
+3% +$18K 0.38% 41
2021
Q2 		$632K Buy
5,477
+2,830
+107% +$324K 0.38% 42
2021
Q1 		$301K Sell
2,647
-2,579
-49% -$299K 0.22% 48
2020
Q4 		$617K Buy
5,226
+234
+5% +$27.6K 0.46% 37
2020
Q3 		$589K Buy
4,992
+1,039
+26% +$123K 0.47% 41
2020
Q2 		$467K Sell
3,953
-1,852
-32% -$217K 0.4% 41
2020
Q1 		$670K Sell
5,805
-1,808
-24% -$206K 0.64% 34
2019
Q4 		$855K Sell
7,613
-805
-10% -$90.7K 0.65% 35
2019
Q3 		$953K Buy
8,418
+5,354
+175% +$602K 0.75% 31
2019
Q2 		$341K Buy
3,064
+648
+27% +$70.9K 0.29% 53
2019
Q1 		$264K Sell
2,416
-672
-22% -$72.1K 0.23% 54
2018
Q4 		$329K Hold
3,088
– – 0.31% 44
2018
Q3 		$326K Buy
+3,088
New +$328K 0.27% 54
2016
Q2 		– Sell
-9,758
Closed -$1.05M – 45
2016
Q1 		$1.05M Hold
9,758
– – 0.97% 12
2015
Q4 		$1.05M Sell
9,758
-595
-6% -$64.8K 0.95% 12
2015
Q3 		$1.13M Hold
10,353
– – 1.02% 9
2015
Q2 		$1.13M Buy
10,353
+149
+1% +$16.4K 0.98% 16
2015
Q1 		$1.14M Buy
10,204
+304
+3% +$33.8K 0.96% 18
2014
Q4 		$1.09M Hold
9,900
– – 0.93% 19
2014
Q3 		$1.08M Buy
9,900
+78
+0.8% +$8.52K 0.92% 19
2014
Q2 		$1.07M Buy
9,822
+177
+2% +$19.2K 0.87% 18
2014
Q1 		$1.04M Buy
9,645
+244
+3% +$26.3K 0.88% 17
2013
Q4 		$1M Buy
+9,401
New +$1.01M 0.93% 16

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return