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Main Street Financial Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Main Street Financial Solutions’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 		$34.4M Buy
347,719
+23,293
+7% +$2.3M 2.21% 6
2026
Q1 		$32.2M Buy
324,426
+72,936
+29% +$7.3M 2.35% 6
2025
Q4 		$25.1M Buy
251,490
+18,685
+8% +$1.87M 1.88% 7
2025
Q3 		$23.3M Buy
232,805
+13,170
+6% +$1.31M 1.5% 11
2025
Q2 		$21.8M Buy
219,635
+5,107
+2% +$500K 1.58% 11
2025
Q1 		$21.2M Buy
214,528
+4,564
+2% +$446K 1.84% 8
2024
Q4 		$20.3M Buy
209,964
+10,549
+5% +$1.04M 2% 7
2024
Q3 		$20.2M Buy
199,415
+2,462
+1% +$246K 1.85% 9
2024
Q2 		$19.1M Buy
196,953
+10,258
+5% +$990K 1.8% 10
2024
Q1 		$18.3M Buy
186,695
+17,594
+10% +$1.72M 1.95% 8
2023
Q4 		$16.8M Sell
169,101
-2,448
-1% -$233K 2.17% 7
2023
Q3 		$16.1M Buy
171,549
+2,080
+1% +$200K 2.28% 7
2023
Q2 		$16.6M Buy
169,469
+3,249
+2% +$321K 2.24% 6
2023
Q1 		$16.6M Buy
166,220
+5,526
+3% +$546K 2.43% 6
2022
Q4 		$15.6M Sell
160,694
-3,896
-2% -$377K 2.46% 6
2022
Q3 		$15.9M Buy
164,590
+4,318
+3% +$437K 2.61% 5
2022
Q2 		$16.3M Buy
160,272
+14,271
+10% +$1.47M 2.1% 3
2022
Q1 		$15.6M Buy
146,001
+9,435
+7% +$1.04M 2.29% 6
2021
Q4 		$15.6M Buy
136,566
+7,749
+6% +$887K 2.2% 6
2021
Q3 		$14.8M Buy
128,817
+13,211
+11% +$1.53M 2.27% 5
2021
Q2 		$13.3M Sell
115,606
-26,039
-18% -$2.98M 2.15% 5
2021
Q1 		$16.1M Buy
141,645
+39,169
+38% +$4.54M 2.87% 3
2020
Q4 		$12.1M Buy
+102,476
New +$12.1M 2.48% 3

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

Main Street Financial Solutions's AGG Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.2% in Q2 2026, buying an estimated $2.3M and bringing the position to 347,719 shares worth $34.4M. The position accounts for 2.21% of the portfolio, ranked #6.

Main Street Financial Solutions first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Main Street Financial Solutions held 347,719 shares of iShares Core US Aggregate Bond ETF worth $34.4M as of Q2 2026.
  • Main Street Financial Solutions bought 23,293 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.3M.
  • iShares Core US Aggregate Bond ETF made up 2.21% of Main Street Financial Solutions's portfolio in Q2 2026, its #6 holding.
  • Main Street Financial Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.