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

IFP 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
Q2 		$9.28M Sell
93,781
-13,400
-13% -$1.33M 0.17% 132
2026
Q1 		$10.6M Buy
107,181
+4,518
+4% +$452K 0.22% 97
2025
Q4 		$10.3M Buy
102,663
+5,779
+6% +$580K 0.23% 85
2025
Q3 		$9.71M Sell
96,884
-13,970
-13% -$1.39M 0.25% 79
2025
Q2 		$11M Buy
110,854
+37,120
+50% +$3.64M 0.31% 61
2025
Q1 		$7.29M Buy
73,734
+36,692
+99% +$3.59M 0.22% 94
2024
Q4 		$3.59M Buy
37,042
+5,972
+19% +$588K 0.12% 187
2024
Q3 		$3.15M Buy
31,070
+16,957
+120% +$1.69M 0.11% 195
2024
Q2 		$1.37M Sell
14,113
-1,374
-9% -$133K 0.05% 363
2024
Q1 		$1.52M Sell
15,487
-1,050
-6% -$103K 0.07% 310
2023
Q4 		$1.64M Sell
16,537
-3,190
-16% -$304K 0.08% 280
2023
Q3 		$1.86M Sell
19,727
-26,892
-58% -$2.59M 0.08% 249
2023
Q2 		$4.57M Buy
46,619
+2,464
+6% +$244K 0.19% 108
2023
Q1 		$4.67M Buy
44,155
+619
+1% +$61.2K 0.2% 97
2022
Q4 		$4.62M Sell
43,536
-43,719
-50% -$4.23M 0.12% 161
2022
Q3 		$9.27M Sell
87,255
-2,863
-3% -$290K 0.24% 85
2022
Q2 		$9.56M Hold
90,118
– – 0.31% 70
2022
Q1 		$9.56M Buy
90,118
+28,784
+47% +$3.17M 0.31% 70
2021
Q4 		$7M Buy
61,334
+1,392
+2% +$159K 0.14% 87
2021
Q3 		$6.89M Sell
59,942
-6,974
-10% -$808K 0.14% 88
2021
Q2 		$7.71M Sell
66,916
-9,800
-13% -$1.12M 0.16% 74
2021
Q1 		$8.72M Sell
76,716
-868
-1% -$101K 0.17% 55
2020
Q4 		$9.16M Sell
77,584
-4,375
-5% -$515K 0.37% 42
2020
Q3 		$9.67M Buy
81,959
+19,919
+32% +$2.36M 0.58% 28
2020
Q2 		$7.32M Buy
62,040
+25,397
+69% +$2.97M 0.58% 31
2020
Q1 		$4.21M Sell
36,643
-30,240
-45% -$3.45M 0.42% 49
2019
Q4 		$7.52M Sell
66,883
-31,488
-32% -$3.55M 0.57% 30
2019
Q3 		$11.1M Buy
+98,371
New +$11.1M 0.75% 16
2019
Q1 		$8.34M Sell
76,449
-104,049
-58% -$11.2M 1.14% 9
2018
Q4 		$19.2M Sell
180,498
-12,249
-6% -$1.28M 1.17% 6
2018
Q3 		$20.3M Buy
192,747
+5,341
+3% +$567K 0.83% 12
2018
Q2 		$19.9M Sell
187,406
-17,832
-9% -$1.89M 0.84% 12
2018
Q1 		$22.4M Hold
205,238
– – 1.02% 10
2017
Q4 		$22.4M Buy
205,238
+26,881
+15% +$2.94M 1.02% 10
2017
Q3 		$19.5M Buy
178,357
+27,473
+18% +$3.02M 0.78% 13
2017
Q2 		$16.5M Buy
150,884
+24,515
+19% +$2.68M 0.7% 16
2017
Q1 		$13.7M Sell
126,369
-32,377
-20% -$3.5M 0.6% 21
2016
Q4 		$17.2M Sell
158,746
-110,939
-41% -$12.2M 0.83% 14
2016
Q3 		$30.3M Sell
269,685
-2,670
-1% -$300K 1.58% 5
2016
Q2 		$30.7M Buy
272,355
+195,906
+256% +$21.8M 1.71% 3
2016
Q1 		$8.34M Sell
76,449
-5,977
-7% -$654K 1.14% 9
2015
Q4 		$8.9M Buy
+82,426
New +$8.97M 0.6% 31

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFP Advisors's AGG Position: Q2 2026 in Review

IFP Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $1.33M and leaving 93,781 shares worth $9.28M. The position accounts for 0.17% of the portfolio, ranked #132.

IFP Advisors first reported a position in AGG in Q4 2015 and has held it in 42 quarters since. The position peaked at $30.7M in Q2 2016. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • IFP Advisors held 93,781 shares of iShares Core US Aggregate Bond ETF worth $9.28M as of Q2 2026.
  • IFP Advisors sold 13,400 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Core US Aggregate Bond ETF made up 0.17% of IFP Advisors's portfolio in Q2 2026, its #132 holding.
  • IFP Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Core US Aggregate Bond ETF position peaked at $30.7M in Q2 2016.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.