MFG
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Mainsail Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mainsail 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
2026
Q2 		$1.75M Buy
17,698
+1,102
+7% +$109K 0.6% 31
2026
Q1 		$1.65M Buy
16,596
+3,119
+23% +$312K 0.69% 35
2025
Q4 		$1.35M Buy
13,477
+1,870
+16% +$188K 0.56% 41
2025
Q3 		$1.16M Sell
11,607
-1,695
-13% -$168K 0.5% 42
2025
Q2 		$1.3M Buy
13,302
+1,536
+13% +$151K 0.61% 38
2025
Q1 		$1.16M Buy
11,766
+1,476
+14% +$144K 0.66% 33
2024
Q4 		$997K Buy
10,290
+273
+3% +$26.9K 0.58% 36
2024
Q3 		$997K Sell
10,017
-63,416
-86% -$6.33M 0.59% 35
2024
Q2 		$7.13M Buy
73,433
+16,014
+28% +$1.55M 4.2% 6
2024
Q1 		$5.62M Buy
57,419
+2,904
+5% +$284K 3.88% 6
2023
Q4 		$5.35M Buy
54,515
+6,593
+14% +$627K 4.15% 6
2023
Q3 		$4.46M Buy
47,922
+23,464
+96% +$2.26M 4.05% 6
2023
Q2 		$2.4M Buy
24,458
+1,630
+7% +$161K 2.25% 18
2023
Q1 		$2.27M Buy
+22,828
New +$2.26M 2.21% 20

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mainsail Financial Group's AGG Position: Q2 2026 in Review

Mainsail Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.6% in Q2 2026, buying an estimated $109K and bringing the position to 17,698 shares worth $1.75M. The position accounts for 0.6% of the portfolio, ranked #31.

Mainsail Financial Group first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.13M in Q2 2024. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Mainsail Financial Group held 17,698 shares of iShares Core US Aggregate Bond ETF worth $1.75M as of Q2 2026.
  • Mainsail Financial Group bought 1,102 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $109K.
  • iShares Core US Aggregate Bond ETF made up 0.6% of Mainsail Financial Group's portfolio in Q2 2026, its #31 holding.
  • Mainsail Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Mainsail Financial Group's iShares Core US Aggregate Bond ETF position peaked at $7.13M in Q2 2024.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.