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PFG Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

PFG Investments’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 		$4.98M Buy
50,330
+2,132
+4% +$211K 0.19% 99
2026
Q1 		$4.78M Buy
48,198
+183
+0.4% +$18.3K 0.22% 82
2025
Q4 		$4.8M Buy
48,015
+1,852
+4% +$186K 0.23% 80
2025
Q3 		$4.63M Sell
46,163
-2,928
-6% -$291K 0.24% 76
2025
Q2 		$4.87M Sell
49,091
-678
-1% -$66.4K 0.29% 67
2025
Q1 		$4.92M Sell
49,769
-546
-1% -$53.4K 0.32% 62
2024
Q4 		$4.88M Buy
50,315
+5,538
+12% +$545K 0.3% 66
2024
Q3 		$4.53M Buy
44,777
+3,297
+8% +$329K 0.29% 63
2024
Q2 		$4.03M Sell
41,480
-7,688
-16% -$742K 0.29% 63
2024
Q1 		$4.82M Buy
49,168
+14,152
+40% +$1.39M 0.29% 73
2023
Q4 		$3.48M Buy
35,016
+25
+0.1% +$2.38K 0.65% 22
2023
Q3 		$3.29M Buy
34,991
+2,292
+7% +$221K 0.62% 27
2023
Q2 		$3.2M Sell
32,699
-1,965
-6% -$194K 0.57% 30
2023
Q1 		$3.45M Buy
+34,664
New +$3.43M 0.7% 20

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

PFG Investments's AGG Position: Q2 2026 in Review

PFG Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q2 2026, buying an estimated $211K and bringing the position to 50,330 shares worth $4.98M. The position accounts for 0.19% of the portfolio, ranked #99.

PFG Investments first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • PFG Investments held 50,330 shares of iShares Core US Aggregate Bond ETF worth $4.98M as of Q2 2026.
  • PFG Investments bought 2,132 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $211K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of PFG Investments's portfolio in Q2 2026, its #99 holding.
  • PFG Investments first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.