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

Legacy Financial Strategies’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 		$45.4M Sell
458,378
-7,403
-2% -$732K 7.03% 3
2026
Q1 		$46.2M Buy
465,781
+4,142
+0.9% +$414K 8.34% 3
2025
Q4 		$46.1M Buy
461,639
+44,506
+11% +$4.47M 8.16% 3
2025
Q3 		$41.8M Buy
417,133
+17,969
+5% +$1.78M 7.55% 3
2025
Q2 		$39.6M Buy
399,164
+2,030
+0.5% +$199K 7.77% 3
2025
Q1 		$39.3M Buy
397,134
+3,833
+1% +$375K 8.57% 3
2024
Q4 		$38.1M Buy
393,301
+7,409
+2% +$730K 8.21% 3
2024
Q3 		$39.1M Buy
385,892
+42,334
+12% +$4.22M 8.62% 3
2024
Q2 		$33.4M Buy
343,558
+7,739
+2% +$747K 8.02% 4
2024
Q1 		$32.9M Buy
335,819
+10,603
+3% +$1.04M 8.48% 4
2023
Q4 		$32.3M Buy
325,216
+7,327
+2% +$697K 9.2% 4
2023
Q3 		$30.1M Buy
317,889
+150,280
+90% +$14.5M 9.66% 3
2023
Q2 		$16.4M Buy
167,609
+19,595
+13% +$1.94M 5.49% 5
2023
Q1 		$14.7M Buy
148,014
+7,683
+5% +$759K 5.47% 5
2022
Q4 		$13.6M Sell
140,331
-12,443
-8% -$1.2M 5.63% 5
2022
Q3 		$14.7M Buy
152,774
+10,407
+7% +$1.05M 6.85% 5
2022
Q2 		$14.5M Buy
142,367
+1,846
+1% +$190K 7.15% 4
2022
Q1 		$15.1M Buy
140,521
+6,332
+5% +$697K 6.42% 4
2021
Q4 		$15.3M Sell
134,189
-16,860
-11% -$1.93M 6.62% 4
2021
Q3 		$17.3M Buy
151,049
+1,167
+0.8% +$135K 8.16% 4
2021
Q2 		$17.3M Buy
149,882
+1,844
+1% +$211K 8.28% 4
2021
Q1 		$16.9M Sell
148,038
-23,017
-13% -$2.67M 8.91% 4
2020
Q4 		$20.2M Buy
171,055
+2,831
+2% +$333K 10.31% 4
2020
Q3 		$19.9M Buy
168,224
+164,411
+4,312% +$19.5M 11.44% 3
2020
Q2 		$451K Buy
3,813
+186
+5% +$21.8K 0.35% 43
2020
Q1 		$418K Sell
3,627
-404
-10% -$46K 0.4% 42
2019
Q4 		$453K Sell
4,031
-779
-16% -$87.8K 0.37% 50
2019
Q3 		$541K Buy
+4,810
New +$541K 0.48% 41
2018
Q2 		– Sell
-2,748
Closed -$295K – 92
2018
Q1 		$295K Sell
2,748
-173
-6% -$18.6K 0.29% 76
2017
Q4 		$319K Buy
+2,921
New +$319K 0.34% 67

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

Legacy Financial Strategies's AGG Position: Q2 2026 in Review

Legacy Financial Strategies reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q2 2026, selling an estimated $732K and leaving 458,378 shares worth $45.4M. The position accounts for 7.03% of the portfolio, ranked #3.

Legacy Financial Strategies first reported a position in AGG in Q4 2017 and has held it in 30 quarters since. The position peaked at $46.2M in Q1 2026. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Legacy Financial Strategies held 458,378 shares of iShares Core US Aggregate Bond ETF worth $45.4M as of Q2 2026.
  • Legacy Financial Strategies sold 7,403 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $732K.
  • iShares Core US Aggregate Bond ETF made up 7.03% of Legacy Financial Strategies's portfolio in Q2 2026, its #3 holding.
  • Legacy Financial Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Legacy Financial Strategies's iShares Core US Aggregate Bond ETF position peaked at $46.2M in Q1 2026.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.