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IFG Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

IFG Advisory’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 		$7.09M Buy
+71,640
New +$7.09M 0.25% 102
2026
Q1 		– Sell
-92,498
Closed -$9.24M – 348
2025
Q4 		$9.24M Sell
92,498
-2,761
-3% -$277K 0.4% 63
2025
Q3 		$9.55M Buy
95,259
+62,911
+194% +$6.24M 0.43% 56
2025
Q2 		$3.21M Buy
32,348
+698
+2% +$68.4K 0.16% 162
2025
Q1 		$3.13M Sell
31,650
-1,359
-4% -$133K 0.17% 149
2024
Q4 		$3.2M Buy
33,009
+14,079
+74% +$1.39M 0.18% 143
2024
Q3 		$1.92M Sell
18,930
-1,477
-7% -$147K 0.12% 205
2024
Q2 		$1.98M Sell
20,407
-1,440
-7% -$139K 0.13% 190
2024
Q1 		$2.14M Buy
21,847
+5,466
+33% +$535K 0.16% 177
2023
Q4 		$1.63M Sell
16,381
-379
-2% -$36.1K 0.12% 198
2023
Q3 		$1.58M Buy
+16,760
New +$1.61M 0.13% 188
2023
Q2 		– Sell
-2,573
Closed -$256K – 328
2023
Q1 		$256K Sell
2,573
-10,271
-80% -$1.02M 0.02% 437
2022
Q4 		$1.25M Buy
12,844
+8,964
+231% +$867K 0.12% 182
2022
Q3 		$373K Sell
3,880
-3,551
-48% -$359K 0.03% 368
2022
Q2 		$755K Sell
7,431
-1,758
-19% -$181K 0.08% 234
2022
Q1 		$984K Sell
9,189
-7,777
-46% -$856K 0.1% 208
2021
Q4 		$1.94M Buy
16,966
+684
+4% +$78.3K 0.19% 131
2021
Q3 		$1.87M Buy
16,282
+1,430
+10% +$166K 0.2% 134
2021
Q2 		$1.71M Sell
14,852
-39,392
-73% -$4.51M 0.19% 139
2021
Q1 		$6.17M Sell
54,244
-6,598
-11% -$764K 0.77% 21
2020
Q4 		$7.19M Buy
60,842
+7,914
+15% +$932K 1% 16
2020
Q3 		$6.25M Buy
52,928
+22,610
+75% +$2.68M 1.01% 16
2020
Q2 		$3.58M Buy
30,318
+1,779
+6% +$208K 0.65% 27
2020
Q1 		$3.29M Sell
28,539
-7,490
-21% -$854K 0.73% 26
2019
Q4 		$4.05M Sell
36,029
-2,421
-6% -$273K 0.74% 23
2019
Q3 		$4.35M Buy
+38,450
New +$4.32M 0.84% 18

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 22.9% 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

IFG Advisory's AGG Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 71,640 shares worth $7.09M. The stake represents 0.25% of the portfolio and ranks #102 among its holdings. This is a return to the name: IFG Advisory previously reported a position in AGG as recently as Q4 2025.

IFG Advisory first reported a position in AGG in Q3 2019 and has held it in 26 quarters since. The position peaked at $9.55M in Q3 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • IFG Advisory held 71,640 shares of iShares Core US Aggregate Bond ETF worth $7.09M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new IFG Advisory position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.25% of IFG Advisory's portfolio in Q2 2026, its #102 holding.
  • IFG Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • IFG Advisory's iShares Core US Aggregate Bond ETF position peaked at $9.55M in Q3 2025.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.