MFA Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MFA Wealth Services’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	$1.27M	Buy	12,790 +398	+3%	+$39.4K	0.76%	38
2026 Q1	$1.23M	Sell	12,392 -16	-0.1%	-$1.6K	0.81%	32
2025 Q4	$1.24M	Sell	12,408 -122	-1%	-$12.2K	0.84%	32
2025 Q3	$1.26M	Sell	12,530 -188	-1%	-$18.7K	0.87%	31
2025 Q2	$1.26M	Buy	12,718 +270	+2%	+$26.5K	0.95%	26
2025 Q1	$1.23M	Sell	12,448 -2,731	-18%	-$267K	1.01%	24
2024 Q4	$1.47M	Buy	+15,179	New	+$1.5M	1.18%	20

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFA Wealth Services's AGG Position: Q2 2026 in Review

MFA Wealth Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, buying an estimated $39.4K and bringing the position to 12,790 shares worth $1.27M. The position accounts for 0.76% of the portfolio, ranked #38.

MFA Wealth Services first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2024. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

MFA Wealth Services held 12,790 shares of iShares Core US Aggregate Bond ETF worth $1.27M as of Q2 2026.
MFA Wealth Services bought 398 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39.4K.
iShares Core US Aggregate Bond ETF made up 0.76% of MFA Wealth Services's portfolio in Q2 2026, its #38 holding.
MFA Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $1.47M in Q4 2024.
574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.