Larson Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $4.36M | Buy |
46,164
+19,472
| +73% | +$1.89M | 0.11% | 155 |
|
|
2026
Q2 | $2.64M | Buy |
26,692
+5,033
| +23% | +$498K | 0.07% | 225 |
|
|
2026
Q1 | $2.15M | Sell |
21,659
-661
| -3% | -$66.1K | 0.07% | 226 |
|
|
2025
Q4 | $2.23M | Buy |
22,320
+237
| +1% | +$23.8K | 0.07% | 218 |
|
|
2025
Q3 | $2.21M | Buy |
22,083
+1,787
| +9% | +$177K | 0.08% | 210 |
|
|
2025
Q2 | $2.01M | Sell |
20,296
-597
| -3% | -$58.5K | 0.08% | 212 |
|
|
2025
Q1 | $2.07M | Buy |
20,893
+1,106
| +6% | +$108K | 0.1% | 182 |
|
|
2024
Q4 | $1.92M | Buy |
19,787
+1,561
| +9% | +$154K | 0.1% | 177 |
|
|
2024
Q3 | $1.85M | Buy |
18,226
+1,439
| +9% | +$144K | 0.1% | 171 |
|
|
2024
Q2 | $1.63M | Sell |
16,787
-1,742
| -9% | -$168K | 0.11% | 154 |
|
|
2024
Q1 | $1.81M | Sell |
18,529
-342
| -2% | -$33.5K | 0.14% | 127 |
|
|
2023
Q4 | $1.87M | Sell |
18,871
-751
| -4% | -$71.5K | 0.16% | 113 |
|
|
2023
Q3 | $1.85M | Buy |
19,622
+416
| +2% | +$40.1K | 0.18% | 104 |
|
|
2023
Q2 | $1.88M | Buy |
19,206
+163
| +0.9% | +$16.1K | 0.19% | 97 |
|
|
2023
Q1 | $1.9M | Buy |
19,043
+1,517
| +9% | +$150K | 0.21% | 93 |
|
|
2022
Q4 | $1.7M | Buy |
17,526
+1,961
| +13% | +$190K | 0.2% | 100 |
|
|
2022
Q3 | $1.5M | Buy |
15,565
+798
| +5% | +$80.7K | 0.21% | 90 |
|
|
2022
Q2 | $1.5M | Buy |
14,767
+357
| +2% | +$36.7K | 0.26% | 53 |
|
|
2022
Q1 | $1.54M | Sell |
14,410
-14,325
| -50% | -$1.58M | 0.25% | 55 |
|
|
2021
Q4 | $3.28M | Buy |
28,735
+12,619
| +78% | +$1.44M | 0.52% | 38 |
|
|
2021
Q3 | $1.85M | Buy |
16,116
+5,886
| +58% | +$682K | 0.37% | 38 |
|
|
2021
Q2 | $1.18M | Buy |
10,230
+66
| +0.6% | +$7.56K | 0.27% | 44 |
|
|
2021
Q1 | $1.16M | Buy |
10,164
+116
| +1% | +$13.4K | 0.34% | 37 |
|
|
2020
Q4 | $1.19M | Sell |
10,048
-941
| -9% | -$111K | 0.4% | 36 |
|
|
2020
Q3 | $1.3M | Sell |
10,989
-293
| -3% | -$34.8K | 0.53% | 32 |
|
|
2020
Q2 | $1.33M | Buy |
11,282
+1,166
| +12% | +$136K | 0.63% | 35 |
|
|
2020
Q1 | $1.17M | Sell |
10,116
-2,304
| -19% | -$263K | 0.73% | 32 |
|
|
2019
Q4 | $1.4M | Sell |
12,420
-1,099
| -8% | -$124K | 0.8% | 25 |
|
|
2019
Q3 | $1.53M | Buy |
13,519
+79
| +0.6% | +$8.88K | 1% | 21 |
|
|
2019
Q2 | $1.5M | Buy |
13,440
+100
| +0.7% | +$10.9K | 1.11% | 19 |
|
|
2019
Q1 | $1.46M | Sell |
13,340
-83
| -0.6% | -$8.9K | 1.15% | 19 |
|
|
2018
Q4 | $1.43M | Buy |
13,423
+2,924
| +28% | +$307K | 1.32% | 17 |
|
|
2018
Q3 | $1.11M | Buy |
10,499
+1,245
| +13% | +$132K | 1.27% | 21 |
|
|
2018
Q2 | $984K | Sell |
9,254
-498
| -5% | -$52.8K | 1.13% | 22 |
|
|
2018
Q1 | $1.05M | Sell |
9,752
-6,487
| -40% | -$696K | 1.23% | 23 |
|
|
2017
Q4 | $1.78M | Buy |
+16,239
| New | +$1.78M | 1.49% | 16 |
|
Other funds holding AGG
Larson Financial Group's AGG Position: Q3 2026 in Review
Larson Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 73% in Q3 2026, buying an estimated $1.89M and bringing the position to 46,164 shares worth $4.36M. The position accounts for 0.11% of the portfolio, ranked #155.
Larson Financial Group first reported a position in AGG in Q4 2017 and has held it in 36 quarters since. 1,298 funds tracked by Wall St. Rank hold AGG as of Q3 2026.
- Larson Financial Group held 46,164 shares of iShares Core US Aggregate Bond ETF worth $4.36M as of Q3 2026.
- Larson Financial Group bought 19,472 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.89M.
- iShares Core US Aggregate Bond ETF made up 0.11% of Larson Financial Group's portfolio in Q3 2026, its #155 holding.
- Larson Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 36 quarters since.
- 1,298 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.
Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.