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

Nations 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
2026 Q2	$2.11M	Buy	21,291 +1,697	+9%	+$168K	0.1%	216
2026 Q1	$1.95M	Buy	19,594 +823	+4%	+$82.3K	0.1%	221
2025 Q4	$1.87M	Buy	18,771 +155	+0.8%	+$15.6K	0.1%	218
2025 Q3	$1.87M	Buy	18,616 +1,333	+8%	+$132K	0.12%	202
2025 Q2	$1.71M	Buy	17,283 +1,425	+9%	+$140K	0.12%	199
2025 Q1	$1.57M	Sell	15,858 -787	-5%	-$76.9K	0.12%	198
2024 Q4	$1.61M	Buy	16,645 +1,194	+8%	+$118K	0.12%	200
2024 Q3	$1.56M	Buy	15,451 +865	+6%	+$86.3K	0.11%	200
2024 Q2	$1.42M	Buy	14,586 +436	+3%	+$42.1K	0.12%	196
2024 Q1	$1.39M	Buy	14,150 +433	+3%	+$42.4K	0.12%	196
2023 Q4	$1.36M	Buy	13,717 +706	+5%	+$67.2K	0.13%	189
2023 Q3	$1.22M	Buy	13,011 +587	+5%	+$56.5K	0.12%	197
2023 Q2	$1.22M	Buy	12,424 +3,115	+33%	+$308K	0.12%	202
2023 Q1	$928K	Buy	9,309 +2	+0%	+$198	0.1%	239
2022 Q4	$903K	Buy	9,307 +2,947	+46%	+$285K	0.1%	237
2022 Q3	$613K	Sell	6,360 -78	-1%	-$7.89K	0.09%	247
2022 Q2	$655K	Buy	6,438 +2,259	+54%	+$232K	0.09%	244
2022 Q1	$448K	Sell	4,179 -703	-14%	-$77.4K	0.05%	339
2021 Q4	$557K	Buy	4,882 +86	+2%	+$9.84K	0.07%	278
2021 Q3	$551K	Buy	4,796 +1,082	+29%	+$125K	0.08%	250
2021 Q2	$428K	Buy	3,714 +19	+0.5%	+$2.18K	0.07%	278
2021 Q1	$421K	Sell	3,695 -344	-9%	-$39.8K	0.1%	244
2020 Q4	$477K	Buy	4,039 +435	+12%	+$51.2K	0.13%	200
2020 Q3	$426K	Buy	3,604 +83	+2%	+$9.85K	0.13%	190
2020 Q2	$416K	Buy	3,521 +297	+9%	+$34.8K	0.15%	175
2020 Q1	$372K	Buy	3,224 +237	+8%	+$27K	0.16%	167
2019 Q4	$336K	Buy	2,987 +1,152	+63%	+$130K	0.12%	217
2019 Q3	$208K	Buy	+1,835	New	+$206K	0.07%	272
2018 Q2	–	Sell	-2,582	Closed	-$277K	–	162
2018 Q1	$277K	Sell	2,582 -233	-8%	-$25K	0.25%	114
2017 Q4	$308K	Buy	2,815 +224	+9%	+$24.5K	0.28%	109
2017 Q3	$284K	Buy	2,591 +502	+24%	+$55.1K	0.28%	110
2017 Q2	$229K	Buy	2,089 +40	+2%	+$4.37K	0.19%	154
2017 Q1	$222K	Buy	+2,049	New	+$222K	0.22%	134

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

Nations Financial Group's AGG Position: Q2 2026 in Review

Nations Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.7% in Q2 2026, buying an estimated $168K and bringing the position to 21,291 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #216.

Nations Financial Group first reported a position in AGG in Q1 2017 and has held it in 33 quarters since. 705 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Nations Financial Group held 21,291 shares of iShares Core US Aggregate Bond ETF worth $2.11M as of Q2 2026.
Nations Financial Group bought 1,697 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $168K.
iShares Core US Aggregate Bond ETF made up 0.1% of Nations Financial Group's portfolio in Q2 2026, its #216 holding.
Nations Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 33 quarters since.
705 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.