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

Highland 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 		– Sell
-2,887
Closed -$288K – 68
2025
Q4 		$288K Buy
+2,887
New +$290K 0.08% 47
2024
Q2 		– Sell
-8,296
Closed -$813K – 55
2024
Q1 		$813K Buy
8,296
+837
+11% +$81.9K 0.33% 29
2023
Q4 		$740K Buy
7,459
+1,230
+20% +$117K 0.32% 31
2023
Q3 		$586K Sell
6,229
-178
-3% -$17.1K 0.3% 31
2023
Q2 		$628K Sell
6,407
-2,822
-31% -$279K 0.32% 31
2023
Q1 		$920K Sell
9,229
-2,527
-21% -$250K 0.5% 26
2022
Q4 		$1.14M Buy
11,756
+1,129
+11% +$109K 0.67% 24
2022
Q3 		$1.02M Buy
10,627
+471
+5% +$47.6K 0.71% 25
2022
Q2 		$1.03M Buy
+10,156
New +$1.04M 0.71% 21

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

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

Highland Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,887 shares — an estimated $288K sold.

Highland Financial Advisors first reported a position in AGG in Q2 2022 and held it in 9 quarters. The position peaked at $1.14M in Q4 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Highland Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Highland Financial Advisors sold 2,887 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $288K.
  • Highland Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 9 quarters.
  • Highland Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.14M in Q4 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Highland Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.