M1FG
AGG icon

Mach-1 Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mach-1 Financial Group’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
2022
Q1 		– Sell
-6
Closed -$1K – 206
2021
Q4 		$1K Buy
+6
New +$686 ﹤0.01% 221

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mach-1 Financial Group's AGG Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 25,071 shares — an estimated $2.51M sold.

Mach-1 Financial Group first reported a position in AGG in Q3 2025 and held it in 1 quarter. The position peaked at $2.51M in Q3 2025. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Mach-1 Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 25,071 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $2.51M.
  • Mach-1 Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's iShares Core US Aggregate Bond ETF position peaked at $2.51M in Q3 2025.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.