Pacific Center for Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pacific Center for Financial Services’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	$11.3K	Sell	114 -50	-30%	-$4.95K	﹤0.01%	333
2026 Q1	$16.3K	Buy	+164	New	+$16.4K	﹤0.01%	289
2021 Q3	–	Sell	-432	Closed	-$50K	–	389
2021 Q2	$50K	Hold	432	–	–	0.02%	151
2021 Q1	$49K	Hold	432	–	–	0.02%	148
2020 Q4	$51K	Buy	432 +288	+200%	+$33.9K	0.02%	144
2020 Q3	$17K	Hold	144	–	–	0.01%	188
2020 Q2	$17K	Buy	+144	New	+$16.9K	0.01%	178

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Center for Financial Services's AGG Position: Q2 2026 in Review

Pacific Center for Financial Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q2 2026, selling an estimated $4.95K and leaving 114 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Pacific Center for Financial Services first reported a position in AGG in Q2 2020 and has held it in 7 quarters since. The position peaked at $51K in Q4 2020. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pacific Center for Financial Services held 114 shares of iShares Core US Aggregate Bond ETF worth $11.3K as of Q2 2026.
Pacific Center for Financial Services sold 50 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.95K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #333 holding.
Pacific Center for Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 7 quarters since.
Pacific Center for Financial Services's iShares Core US Aggregate Bond ETF position peaked at $51K in Q4 2020.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.