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

Mission Financial Group’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
2025
Q1 		$301K Buy
+3,037
New +$297K 0.28% 103
2021
Q4 		$339K Buy
+3,391
New +$388K 0.32% 88

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mission Financial Group's AGG Position: Q1 2025 in Review

Mission Financial Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2025: 3,037 shares worth $301K. The stake represents 0.28% of the portfolio and ranks #103 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in AGG as recently as Q4 2021.

Mission Financial Group first reported a position in AGG in Q4 2021 and has held it in 2 quarters since. The position peaked at $339K in Q4 2021. 1,930 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Mission Financial Group held 3,037 shares of iShares Core US Aggregate Bond ETF worth $301K as of Q1 2025.
  • iShares Core US Aggregate Bond ETF was a new Mission Financial Group position in Q1 2025.
  • iShares Core US Aggregate Bond ETF made up 0.28% of Mission Financial Group's portfolio in Q1 2025, its #103 holding.
  • Mission Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • Mission Financial Group's iShares Core US Aggregate Bond ETF position peaked at $339K in Q4 2021.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.