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Mayflower Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mayflower Financial Advisors’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 		$709K Buy
7,160
+55
+0.8% +$5.44K 0.06% 235
2026
Q1 		$705K Sell
7,105
-284
-4% -$28.4K 0.09% 209
2025
Q4 		$738K Buy
7,389
+385
+5% +$38.6K 0.09% 196
2025
Q3 		$702K Buy
7,004
+27
+0.4% +$2.68K 0.09% 198
2025
Q2 		$692K Sell
6,977
-446
-6% -$43.7K 0.1% 191
2025
Q1 		$734K Sell
7,423
-1,476
-17% -$144K 0.11% 172
2024
Q4 		$862K Sell
8,899
-1,440
-14% -$142K 0.13% 158
2024
Q3 		$1.05M Sell
10,339
-760
-7% -$75.8K 0.16% 134
2024
Q2 		$1.08M Sell
11,099
-476
-4% -$45.9K 0.18% 118
2024
Q1 		$1.13M Sell
11,575
-565
-5% -$55.3K 0.19% 118
2023
Q4 		$1.2M Sell
12,140
-2,782
-19% -$265K 0.17% 115
2023
Q3 		$1.4M Sell
14,922
-3,564
-19% -$343K 0.21% 98
2023
Q2 		$1.81M Sell
18,486
-1,809
-9% -$179K 0.23% 88
2023
Q1 		$2.02M Buy
20,295
+1,976
+11% +$195K 0.27% 75
2022
Q4 		$1.78M Buy
18,319
+8,665
+90% +$838K 0.25% 81
2022
Q3 		$930K Sell
9,654
-5,159
-35% -$522K 0.15% 111
2022
Q2 		$1.51M Buy
14,813
+2,478
+20% +$255K 0.23% 86
2022
Q1 		$1.32M Buy
12,335
+2,199
+22% +$242K 0.18% 93
2021
Q4 		$1.16M Sell
10,136
-42
-0.4% -$4.8K 0.15% 98
2021
Q3 		$1.16M Sell
10,178
-701
-6% -$81.3K 0.16% 91
2021
Q2 		$1.25M Sell
10,879
-706
-6% -$80.9K 0.17% 85
2021
Q1 		$1.32M Sell
11,585
-405
-3% -$46.9K 0.2% 82
2020
Q4 		$1.42M Buy
+11,990
New +$1.41M 0.24% 70

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mayflower Financial Advisors's AGG Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.77% in Q2 2026, buying an estimated $5.44K and bringing the position to 7,160 shares worth $709K. The position accounts for 0.06% of the portfolio, ranked #235.

Mayflower Financial Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.02M in Q1 2023. 784 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Mayflower Financial Advisors held 7,160 shares of iShares Core US Aggregate Bond ETF worth $709K as of Q2 2026.
  • Mayflower Financial Advisors bought 55 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.44K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #235 holding.
  • Mayflower Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.02M in Q1 2023.
  • 784 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.