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Independent Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Independent Financial Group’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 		$2.3M Buy
23,238
+1,769
+8% +$175K 0.04% 413
2026
Q1 		$2.13M Buy
21,469
+2,365
+12% +$237K 0.05% 386
2025
Q4 		$1.91M Buy
19,104
+1,543
+9% +$155K 0.04% 403
2025
Q3 		$1.76M Sell
17,561
-1,236
-7% -$123K 0.04% 422
2025
Q2 		$1.86M Buy
18,797
+177
+1% +$17.3K 0.05% 364
2025
Q1 		$1.84M Buy
18,620
+2,861
+18% +$280K 0.06% 304
2024
Q4 		$1.53M Buy
15,759
+906
+6% +$89.2K 0.05% 359
2024
Q3 		$1.5M Buy
14,853
+1,232
+9% +$123K 0.06% 336
2024
Q2 		$1.32M Sell
13,621
-463
-3% -$44.7K 0.05% 330
2024
Q1 		$1.38M Sell
14,084
-1,900
-12% -$186K 0.06% 305
2023
Q4 		$1.59M Sell
15,984
-6,430
-29% -$612K 0.08% 247
2023
Q3 		$2.11M Buy
22,414
+477
+2% +$45.9K 0.14% 169
2023
Q2 		$2.15M Buy
21,937
+891
+4% +$88.1K 0.15% 148
2023
Q1 		$2.1M Buy
21,046
+8,004
+61% +$791K 0.17% 133
2022
Q4 		$1.26M Sell
13,042
-2,042
-14% -$197K 0.11% 195
2022
Q3 		$1.45M Buy
15,084
+3,497
+30% +$354K 0.13% 157
2022
Q2 		$1.18M Sell
11,587
-340
-3% -$34.9K 0.13% 188
2022
Q1 		$1.28M Buy
11,927
+278
+2% +$30.6K 0.1% 191
2021
Q4 		$1.33M Buy
11,649
+2,990
+35% +$342K 0.11% 188
2021
Q3 		$994K Sell
8,659
-418
-5% -$48.5K 0.1% 215
2021
Q2 		$1.05M Sell
9,077
-272
-3% -$31.2K 0.11% 203
2021
Q1 		$1.06M Sell
9,349
-1,319
-12% -$153K 0.14% 180
2020
Q4 		$1.26M Sell
10,668
-389
-4% -$45.8K 0.19% 138
2020
Q3 		$1.31M Sell
11,057
-579
-5% -$68.7K 0.25% 98
2020
Q2 		$1.38M Buy
11,636
+4,939
+74% +$578K 0.3% 80
2020
Q1 		$773K Buy
+6,697
New +$763K 0.23% 111

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 22.96% 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

Independent Financial Group's AGG Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.2% in Q2 2026, buying an estimated $175K and bringing the position to 23,238 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #413.

Independent Financial Group first reported a position in AGG in Q1 2020 and has held it in 26 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Independent Financial Group held 23,238 shares of iShares Core US Aggregate Bond ETF worth $2.3M as of Q2 2026.
  • Independent Financial Group bought 1,769 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $175K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #413 holding.
  • Independent Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.