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NFP Retirement Inc’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NFP Retirement Inc’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 		$42.9M Buy
435,405
+11,735
+3% +$1.16M 2.35% 7
2026
Q1 		$42.1M Sell
423,670
-277,773
-40% -$27.8M 2.52% 5
2025
Q4 		$70.1M Buy
701,443
+105,042
+18% +$10.5M 4.26% 3
2025
Q3 		$59.8M Buy
596,401
+8,645
+1% +$858K 3.82% 3
2025
Q2 		$58.3M Sell
587,756
-74,930
-11% -$7.34M 3.85% 3
2025
Q1 		$65.6M Buy
662,686
+32,396
+5% +$3.17M 5.2% 3
2024
Q4 		$61.1M Buy
630,290
+4,729
+0.8% +$466K 4.82% 3
2024
Q3 		$63.4M Sell
625,561
-24,996
-4% -$2.49M 5.13% 3
2024
Q2 		$63.2M Buy
650,557
+24,056
+4% +$2.32M 5.29% 3
2024
Q1 		$61.4M Buy
626,501
+395,900
+172% +$38.7M 5.29% 3
2023
Q4 		$22.9M Buy
230,601
+26,487
+13% +$2.52M 3.87% 4
2023
Q3 		$19.2M Sell
204,114
-27,925
-12% -$2.69M 3.67% 4
2023
Q2 		$22.7M Buy
232,039
+11,579
+5% +$1.14M 4.24% 3
2023
Q1 		$22M Buy
220,460
+20,816
+10% +$2.06M 4.37% 3
2022
Q4 		$19.4M Buy
199,644
+148,792
+293% +$14.4M 4.25% 3
2022
Q3 		$4.9M Buy
50,852
+42,579
+515% +$4.31M 1.21% 25
2022
Q2 		$841K Buy
8,273
+5,604
+210% +$576K 0.21% 88
2022
Q1 		$286K Buy
+2,669
New +$294K 0.07% 181
2021
Q4 		– Sell
-5,318
Closed -$611K – 149
2021
Q3 		$611K Sell
5,318
-3,852
-42% -$446K 0.25% 67
2021
Q2 		$1.06M Sell
9,170
-5,723
-38% -$656K 0.41% 46
2021
Q1 		$1.7M Sell
14,893
-7,965
-35% -$922K 0.74% 35
2020
Q4 		$2.7M Sell
22,858
-15,413
-40% -$1.82M 1.67% 15
2020
Q3 		$4.52M Sell
38,271
-34,927
-48% -$4.14M 2.98% 7
2020
Q2 		$8.65M Buy
73,198
+18,005
+33% +$2.11M 6.33% 3
2020
Q1 		$6.37M Sell
55,193
-1,689
-3% -$192K 6.23% 3
2019
Q4 		$6.41M Buy
+56,882
New +$6.41M 5.96% 2

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NFP Retirement Inc's AGG Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.8% in Q2 2026, buying an estimated $1.16M and bringing the position to 435,405 shares worth $42.9M. The position accounts for 2.35% of the portfolio, ranked #7.

NFP Retirement Inc first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $70.1M in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • NFP Retirement Inc held 435,405 shares of iShares Core US Aggregate Bond ETF worth $42.9M as of Q2 2026.
  • NFP Retirement Inc bought 11,735 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Core US Aggregate Bond ETF made up 2.35% of NFP Retirement Inc's portfolio in Q2 2026, its #7 holding.
  • NFP Retirement Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's iShares Core US Aggregate Bond ETF position peaked at $70.1M in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.