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

IFS 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	$4.65M	Sell	46,843 -859	-2%	-$85.9K	2.4%	13
2025 Q4	$4.76M	Buy	47,702 +8,551	+22%	+$858K	2.48%	13
2025 Q3	$3.92M	Buy	+39,151	New	+$3.88M	2.3%	12
2022 Q3	–	Sell	-48	Closed	-$4K	–	103
2022 Q2	$4K	Sell	48 -98	-67%	-$10.1K	0.01%	66
2022 Q1	$15K	Sell	146 -3,277	-96%	-$361K	0.01%	45
2021 Q4	$390K	Sell	3,423 -230	-6%	-$26.3K	0.27%	21
2021 Q3	$419K	Sell	3,653 -4,054	-53%	-$470K	0.27%	22
2021 Q2	$888K	Sell	7,707 -59	-0.8%	-$6.76K	0.6%	18
2021 Q1	$884K	Buy	7,766 +7,743	+33,665%	+$897K	0.69%	16
2020 Q4	$2K	Buy	+23	New	+$2.71K	﹤0.01%	146

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

IFS Advisors's AGG Position: Q1 2026 in Review

IFS Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q1 2026, selling an estimated $85.9K and leaving 46,843 shares worth $4.65M. The position accounts for 2.4% of the portfolio, ranked #13.

IFS Advisors first reported a position in AGG in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.76M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

IFS Advisors held 46,843 shares of iShares Core US Aggregate Bond ETF worth $4.65M as of Q1 2026.
IFS Advisors sold 859 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $85.9K.
iShares Core US Aggregate Bond ETF made up 2.4% of IFS Advisors's portfolio in Q1 2026, its #13 holding.
IFS Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
IFS Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.76M in Q4 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.