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

JNBA Financial 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 		$631K Sell
6,373
-26,106
-80% -$2.58M 0.05% 135
2026
Q1 		$3.22M Buy
32,479
+31,813
+4,777% +$3.18M 0.27% 51
2025
Q4 		$66.5K Hold
666
– – 0.01% 277
2025
Q3 		$66.8K Sell
666
-130
-16% -$12.9K 0.01% 272
2025
Q2 		$79K Hold
796
– – 0.01% 248
2025
Q1 		$78.7K Sell
796
-722
-48% -$70.6K 0.01% 238
2024
Q4 		$147K Sell
1,518
-472
-24% -$46.5K 0.02% 188
2024
Q3 		$202K Sell
1,990
-716
-26% -$71.4K 0.02% 181
2024
Q2 		$263K Sell
2,706
-730
-21% -$70.5K 0.03% 170
2024
Q1 		$337K Sell
3,436
-237
-6% -$23.2K 0.04% 160
2023
Q4 		$365K Buy
3,673
+825
+29% +$78.5K 0.04% 155
2023
Q3 		$268K Buy
+2,848
New +$274K 0.03% 171
2023
Q2 		– Sell
-1,475
Closed -$147K – 706
2023
Q1 		$147K Hold
1,475
– – 0.02% 209
2022
Q4 		$143K Sell
1,475
-230
-13% -$22.2K 0.02% 203
2022
Q3 		$164K Buy
1,705
+1,143
+203% +$116K 0.03% 195
2022
Q2 		$57K Buy
562
+96
+21% +$9.87K 0.01% 265
2022
Q1 		$50K Buy
466
+421
+936% +$46.3K 0.01% 287
2021
Q4 		$5K Buy
45
+7
+18% +$801 ﹤0.01% 600
2021
Q3 		$4K Sell
38
-23
-38% -$2.67K ﹤0.01% 604
2021
Q2 		$7K Buy
+61
New +$6.99K ﹤0.01% 514
2020
Q4 		– Sell
-9
Closed -$1K – 606
2020
Q3 		$1K Sell
9
-17
-65% -$2.02K ﹤0.01% 538
2020
Q2 		$3K Hold
26
– – ﹤0.01% 483
2020
Q1 		$3K Sell
26
-22
-46% -$2.51K ﹤0.01% 475
2019
Q4 		$5K Sell
48
-6
-11% -$676 ﹤0.01% 491
2019
Q3 		$6K Buy
+54
New +$6.07K ﹤0.01% 458
2018
Q4 		– Sell
-1,317
Closed -$139K – 523
2018
Q3 		$139K Buy
+1,317
New +$140K 0.06% 157
2018
Q1 		– Sell
-702
Closed -$77K – 492
2017
Q4 		$77K Sell
702
-276
-28% -$30.2K 0.02% 189
2017
Q3 		$107K Buy
978
+27
+3% +$2.96K 0.02% 158
2017
Q2 		$104K Hold
951
– – 0.02% 161
2017
Q1 		$103K Buy
951
+199
+26% +$21.5K 0.02% 160
2016
Q4 		$81K Sell
752
-937
-55% -$103K 0.02% 175
2016
Q3 		$190K Buy
1,689
+844
+100% +$94.9K 0.03% 227
2016
Q2 		$95K Buy
845
+570
+207% +$63.3K 0.03% 165
2016
Q1 		$30K Buy
+275
New +$30.1K 0.01% 241
2014
Q1 		– Sell
-663
Closed -$71K – 474
2013
Q4 		$71K Buy
663
+130
+24% +$13.9K 0.04% 147
2013
Q3 		$57K Sell
533
-248
-32% -$26.4K 0.04% 153
2013
Q2 		$84K Buy
+781
New +$85.8K 0.06% 120

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
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JNBA Financial Advisors's AGG Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 80% in Q2 2026, selling an estimated $2.58M and leaving 6,373 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #135.

JNBA Financial Advisors first reported a position in AGG in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.22M in Q1 2026. 784 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • JNBA Financial Advisors held 6,373 shares of iShares Core US Aggregate Bond ETF worth $631K as of Q2 2026.
  • JNBA Financial Advisors sold 26,106 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.58M.
  • iShares Core US Aggregate Bond ETF made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • JNBA Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 37 quarters since.
  • JNBA Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.22M in Q1 2026.
  • 784 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.