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

Midwestern 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 		$9.78M Buy
98,565
+15,043
+18% +$1.51M 7.7% 2
2025
Q4 		$8.34M Buy
83,522
+3,325
+4% +$334K 6.9% 3
2025
Q3 		$8.04M Buy
80,197
+4,504
+6% +$447K 6.9% 3
2025
Q2 		$7.51M Buy
+75,693
New +$7.42M 7.04% 2

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

Midwestern Financial's AGG Position: Q1 2026 in Review

Midwestern Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q1 2026, buying an estimated $1.51M and bringing the position to 98,565 shares worth $9.78M. The position accounts for 7.7% of the portfolio, ranked #2.

Midwestern Financial first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Midwestern Financial held 98,565 shares of iShares Core US Aggregate Bond ETF worth $9.78M as of Q1 2026.
  • Midwestern Financial bought 15,043 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.51M.
  • iShares Core US Aggregate Bond ETF made up 7.7% of Midwestern Financial's portfolio in Q1 2026, its #2 holding.
  • Midwestern Financial first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.