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

PAX 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
Q1 		$981K Buy
9,886
+3,318
+51% +$332K 0.17% 90
2025
Q4 		$656K Buy
6,568
+162
+3% +$16.3K 0.11% 104
2025
Q3 		$642K Buy
6,406
+610
+11% +$60.5K 0.12% 119
2025
Q2 		$575K Buy
5,796
+37
+0.6% +$3.63K 0.11% 136
2025
Q1 		$570K Buy
5,759
+2,641
+85% +$258K 0.1% 161
2024
Q4 		$302K Buy
3,118
+147
+5% +$14.5K 0.05% 199
2024
Q3 		$301K Buy
+2,971
New +$296K 0.05% 196
2023
Q4 		– Sell
-3,989
Closed -$375K – 213
2023
Q3 		$375K Buy
+3,989
New +$384K 0.09% 176
2022
Q3 		– Sell
-11,285
Closed -$1.15M – 169
2022
Q2 		$1.15M Buy
11,285
+2,805
+33% +$288K 0.29% 55
2022
Q1 		$908K Buy
+8,480
New +$933K 0.21% 74

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

PAX Financial Group's AGG Position: Q1 2026 in Review

PAX Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 51% in Q1 2026, buying an estimated $332K and bringing the position to 9,886 shares worth $981K. The position accounts for 0.17% of the portfolio, ranked #90.

PAX Financial Group first reported a position in AGG in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • PAX Financial Group held 9,886 shares of iShares Core US Aggregate Bond ETF worth $981K as of Q1 2026.
  • PAX Financial Group bought 3,318 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $332K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of PAX Financial Group's portfolio in Q1 2026, its #90 holding.
  • PAX Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 10 quarters since.
  • PAX Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.15M in Q2 2022.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.