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Petix & Botte Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Petix & Botte Financial’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 		$326K Buy
3,296
+1,609
+95% +$159K 0.07% 115
2026
Q1 		$335K Sell
1,687
-1,943
-54% -$194K 0.07% 102
2025
Q4 		$363K Sell
3,630
-96
-3% -$9.63K 0.08% 98
2025
Q3 		$373K Buy
3,726
+4
+0.1% +$397 0.09% 97
2025
Q2 		$369K Buy
3,722
+4
+0.1% +$392 0.09% 98
2025
Q1 		$368K Buy
3,718
+2
+0.1% +$196 0.1% 95
2024
Q4 		$360K Buy
3,716
+6
+0.2% +$591 0.09% 100
2024
Q3 		$376K Buy
3,710
+2
+0.1% +$200 0.1% 87
2024
Q2 		$360K Sell
3,708
-5,218
-58% -$504K 0.1% 87
2024
Q1 		$874K Buy
8,926
+5,224
+141% +$511K 0.22% 72
2023
Q4 		$367K Sell
3,702
-229
-6% -$21.8K 0.11% 88
2023
Q3 		$370K Buy
3,931
+495
+14% +$47.7K 0.12% 83
2023
Q2 		$337K Buy
+3,436
New +$340K 0.1% 92
2022
Q2 		– Sell
-3,426
Closed -$367K – 69
2022
Q1 		$367K Buy
3,426
+1,606
+88% +$177K 0.11% 80
2021
Q4 		$208K Sell
1,820
-3,508
-66% -$401K 0.13% 79
2021
Q3 		$613K Buy
5,328
+2,665
+100% +$309K 0.21% 60
2021
Q2 		$307K Buy
2,663
+1
+0% +$115 0.21% 65
2021
Q1 		$303K Hold
2,662
– – 0.22% 65
2020
Q4 		$315K Buy
2,662
+1
+0% +$118 0.24% 64
2020
Q3 		$315K Sell
2,661
-3,297
-55% -$391K 0.25% 61
2020
Q2 		$353K Buy
5,958
+2,767
+87% +$324K 0.29% 56
2020
Q1 		$368K Sell
3,191
-961
-23% -$110K 0.36% 49
2019
Q4 		$467K Buy
+4,152
New +$468K 0.37% 51

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

Petix & Botte Financial's AGG Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 95% in Q2 2026, buying an estimated $159K and bringing the position to 3,296 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #115.

Petix & Botte Financial first reported a position in AGG in Q4 2019 and has held it in 23 quarters since. The position peaked at $874K in Q1 2024. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Petix & Botte Financial held 3,296 shares of iShares Core US Aggregate Bond ETF worth $326K as of Q2 2026.
  • Petix & Botte Financial bought 1,609 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $159K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #115 holding.
  • Petix & Botte Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Petix & Botte Financial's iShares Core US Aggregate Bond ETF position peaked at $874K in Q1 2024.
  • 2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.