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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
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 $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

Main Street Financial Solutions's AGG Position: Q4 2025 in Review

Main Street Financial Solutions increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8% in Q4 2025, buying an estimated $1.87M and bringing the position to 251,490 shares worth $25.1M. The position accounts for 1.88% of the portfolio, ranked #7.

Main Street Financial Solutions first reported a position in AGG in Q4 2020 and has held it in 21 quarters since. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Main Street Financial Solutions held 251,490 shares of iShares Core US Aggregate Bond ETF worth $25.1M as of Q4 2025.
  • Main Street Financial Solutions bought 18,685 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $1.87M.
  • iShares Core US Aggregate Bond ETF made up 1.88% of Main Street Financial Solutions's portfolio in Q4 2025, its #7 holding.
  • Main Street Financial Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.