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Michels Family Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Michels Family Financial’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
Q1 		$3.14M Buy
31,583
+325
+1% +$32.5K 2.26% 8
2025
Q4 		$3.12M Buy
31,258
+1,703
+6% +$171K 2.29% 8
2025
Q3 		$2.96M Buy
29,555
+685
+2% +$68K 2.31% 8
2025
Q2 		$2.86M Buy
28,870
+1,122
+4% +$110K 2.44% 6
2025
Q1 		$2.74M Buy
27,748
+601
+2% +$58.8K 2.48% 5
2024
Q4 		$2.63M Buy
+27,147
New +$2.67M 2.41% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Michels Family Financial's AGG Position: Q1 2026 in Review

Michels Family Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q1 2026, buying an estimated $32.5K and bringing the position to 31,583 shares worth $3.14M. The position accounts for 2.26% of the portfolio, ranked #8.

Michels Family Financial first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Michels Family Financial held 31,583 shares of iShares Core US Aggregate Bond ETF worth $3.14M as of Q1 2026.
  • Michels Family Financial bought 325 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $32.5K.
  • iShares Core US Aggregate Bond ETF made up 2.26% of Michels Family Financial's portfolio in Q1 2026, its #8 holding.
  • Michels Family Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.