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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

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 22.9% 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

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. 2,098 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.
  • 2,098 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.