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

Legacy 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
Q1 		– Sell
-6,736
Closed -$673K – 405
2025
Q4 		$673K Buy
+6,736
New +$676K 0.09% 184
2023
Q3 		– Sell
-292,722
Closed -$28.7M – 266
2023
Q2 		$28.7M Buy
292,722
+8,236
+3% +$814K 5.35% 4
2023
Q1 		$28.3M Sell
284,486
-91
-0% -$8.99K 5.79% 4
2022
Q4 		$27.6M Sell
284,577
-101,531
-26% -$9.82M 5.95% 4
2022
Q3 		$37.2M Buy
386,108
+85,772
+29% +$8.67M 8.89% 3
2022
Q2 		$30.5M Buy
300,336
+48,889
+19% +$5.02M 7.59% 4
2022
Q1 		$26.9M Buy
251,447
+21,043
+9% +$2.32M 6.06% 4
2021
Q4 		$26.3M Buy
230,404
+228,036
+9,630% +$26.1M 6.03% 4
2021
Q3 		$272K Sell
2,368
-30
-1% -$3.48K 0.07% 140
2021
Q2 		$277K Sell
2,398
-1,055
-31% -$121K 0.07% 127
2021
Q1 		$393K Sell
3,453
-179
-5% -$20.7K 0.11% 84
2020
Q4 		$429K Buy
+3,632
New +$428K 0.12% 72
2019
Q2 		– Sell
-1,220
Closed -$133K – 137
2019
Q1 		$133K Hold
1,220
– – 0.05% 136
2018
Q4 		$130K Hold
1,220
– – 0.05% 127
2018
Q3 		$128K Hold
1,220
– – 0.05% 142
2018
Q2 		$130K Hold
1,220
– – 0.05% 140
2018
Q1 		$130K Buy
1,220
+738
+153% +$79.2K 0.05% 144
2017
Q4 		$52K Buy
+482
New +$52.7K 0.02% 234

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Legacy Financial Advisors's AGG Position: Q1 2026 in Review

Legacy Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 6,736 shares — an estimated $673K sold.

Legacy Financial Advisors first reported a position in AGG in Q4 2017 and held it in 18 quarters. The position peaked at $37.2M in Q3 2022. 2,091 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Legacy Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 6,736 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $673K.
  • Legacy Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 18 quarters.
  • Legacy Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $37.2M in Q3 2022.
  • 2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.