IFS Advisors
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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
Q3 		$4.51M Buy
47,731
+884
+2% +$85.9K 1.36% 20
2026
Q2 		$4.64M Buy
46,847
+4
+0% +$396 2.22% 14
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

IFS Advisors's AGG Position: Q3 2026 in Review

IFS Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q3 2026, buying an estimated $85.9K and bringing the position to 47,731 shares worth $4.51M. The position accounts for 1.36% of the portfolio, ranked #20.

IFS Advisors first reported a position in AGG in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.76M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • IFS Advisors held 47,731 shares of iShares Core US Aggregate Bond ETF worth $4.51M as of Q3 2026.
  • IFS Advisors bought 884 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $85.9K.
  • iShares Core US Aggregate Bond ETF made up 1.36% of IFS Advisors's portfolio in Q3 2026, its #20 holding.
  • IFS Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 12 quarters since.
  • IFS Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.76M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.