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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IFS Advisors's AGG Position: Q2 2026 in Review

IFS Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.01% in Q2 2026, buying an estimated $396 and bringing the position to 46,847 shares worth $4.64M. The position accounts for 2.22% of the portfolio, ranked #14.

IFS Advisors first reported a position in AGG in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.76M in Q4 2025. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

IFS Advisors held 46,847 shares of iShares Core US Aggregate Bond ETF worth $4.64M as of Q2 2026.
IFS Advisors bought 4 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $396.
iShares Core US Aggregate Bond ETF made up 2.22% of IFS Advisors's portfolio in Q2 2026, its #14 holding.
IFS Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 11 quarters since.
IFS Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.76M in Q4 2025.
2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.