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

JFS Wealth 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 		$73.4M Buy
741,875
+41,247
+6% +$4.08M 3.66% 5
2026
Q1 		$69.6M Buy
700,628
+37,385
+6% +$3.74M 3.89% 5
2025
Q4 		$66.2M Buy
663,243
+49,532
+8% +$4.97M 3.73% 5
2025
Q3 		$61.5M Buy
613,711
+18,734
+3% +$1.86M 3.6% 5
2025
Q2 		$59M Buy
594,977
+8,605
+1% +$843K 3.76% 5
2025
Q1 		$58M Buy
586,372
+22,660
+4% +$2.22M 3.93% 5
2024
Q4 		$54.6M Sell
563,712
-1,582
-0.3% -$156K 3.73% 5
2024
Q3 		$57.2M Buy
565,294
+358
+0.1% +$35.7K 3.83% 5
2024
Q2 		$54.8M Buy
564,936
+8,836
+2% +$853K 4.32% 5
2024
Q1 		$54.5M Buy
556,100
+46,790
+9% +$4.58M 4.32% 5
2023
Q4 		$50.5M Buy
509,310
+56,666
+13% +$5.39M 4.3% 5
2023
Q3 		$42.6M Sell
452,644
-84,826
-16% -$8.17M 4.02% 6
2023
Q2 		$52.6M Buy
537,470
+26,530
+5% +$2.62M 4.74% 4
2023
Q1 		$50.9M Buy
510,940
+10,620
+2% +$1.05M 4.8% 4
2022
Q4 		$48.5M Buy
500,320
+26,536
+6% +$2.57M 4.75% 4
2022
Q3 		$45.6M Buy
473,784
+1,888
+0.4% +$191K 5.01% 4
2022
Q2 		$48M Buy
471,896
+5,951
+1% +$612K 5.07% 5
2022
Q1 		$49.9M Sell
465,945
-26,344
-5% -$2.9M 4.71% 5
2021
Q4 		$56.2M Buy
492,289
+25,805
+6% +$2.95M 5.3% 5
2021
Q3 		$53.6M Buy
466,484
+151,095
+48% +$17.5M 5.5% 5
2021
Q2 		$36.4M Buy
315,389
+19,901
+7% +$2.28M 5.43% 4
2021
Q1 		$33.6M Buy
295,488
+18,805
+7% +$2.18M 6.86% 2
2020
Q4 		$32.7M Buy
276,683
+14,884
+6% +$1.75M 6.87% 2
2020
Q3 		$30.9M Buy
261,799
+17,488
+7% +$2.07M 7.35% 2
2020
Q2 		$28.9M Buy
244,311
+35,490
+17% +$4.15M 7.48% 2
2020
Q1 		$24.1M Sell
208,821
-2,265
-1% -$258K 7.22% 2
2019
Q4 		$23.7M Buy
211,086
+17,843
+9% +$2.01M 5.84% 3
2019
Q3 		$21.9M Sell
193,243
-234
-0.1% -$26.3K 5.58% 3
2019
Q2 		$21.5M Buy
193,477
+11,496
+6% +$1.26M 5.45% 4
2019
Q1 		$19.8M Buy
181,981
+3,187
+2% +$342K 5.18% 4
2018
Q4 		$19M Sell
178,794
-4,690
-3% -$492K 5.1% 4
2018
Q3 		$19.4M Buy
183,484
+18,264
+11% +$1.94M 4.99% 4
2018
Q2 		$17.6M Buy
165,220
+6,849
+4% +$726K 4.62% 5
2018
Q1 		$17M Sell
158,371
-14,006
-8% -$1.5M 4.48% 5
2017
Q4 		$18.8M Buy
172,377
+6,447
+4% +$705K 4.62% 5
2017
Q3 		$18.2M Sell
165,930
-671
-0.4% -$73.7K 4.7% 5
2017
Q2 		$18.2M Buy
166,601
+10,106
+6% +$1.1M 5.01% 4
2017
Q1 		$16.9M Hold
156,495
– – 4.58% 5
2016
Q4 		$16.9M Sell
156,495
-2,895
-2% -$317K 4.58% 5
2016
Q3 		$17.9M Sell
159,390
-8,935
-5% -$1M 5.12% 4
2016
Q2 		$18.9M Buy
168,325
+20,143
+14% +$2.24M 5.23% 4
2016
Q1 		$16.4M Sell
148,182
-22,537
-13% -$2.47M 4.84% 4
2015
Q4 		$18.4M Buy
+170,719
New +$18.6M 5.31% 4

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

JFS Wealth Advisors's AGG Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.9% in Q2 2026, buying an estimated $4.08M and bringing the position to 741,875 shares worth $73.4M. The position accounts for 3.66% of the portfolio, ranked #5.

JFS Wealth Advisors first reported a position in AGG in Q4 2015 and has held it in 43 quarters since. 947 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • JFS Wealth Advisors held 741,875 shares of iShares Core US Aggregate Bond ETF worth $73.4M as of Q2 2026.
  • JFS Wealth Advisors bought 41,247 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.08M.
  • iShares Core US Aggregate Bond ETF made up 3.66% of JFS Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • JFS Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • 947 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.