Professional Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Professional Financial Advisors’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	$34.9M	Sell	352,310 -343,113	-49%	-$33.9M	6.03%	2
2026 Q1	$69M	Buy	695,423 +4,308	+0.6%	+$431K	14.06%	2
2025 Q4	$69M	Buy	691,115 +8,961	+1%	+$899K	14.1%	2
2025 Q3	$68.4M	Buy	682,154 +6,796	+1%	+$674K	14.39%	2
2025 Q2	$67M	Buy	675,358 +6,484	+1%	+$635K	15.54%	2
2025 Q1	$66.2M	Buy	668,874 +4,138	+0.6%	+$405K	16.8%	2
2024 Q4	$64.4M	Buy	664,736 +8,242	+1%	+$812K	16.5%	2
2024 Q3	$66.5M	Buy	656,494 +5,896	+0.9%	+$588K	17.23%	2
2024 Q2	$63.2M	Buy	650,598 +5,823	+0.9%	+$562K	17.44%	2
2024 Q1	$63.1M	Buy	644,775 +3,688	+0.6%	+$361K	18.07%	2
2023 Q4	$63.6M	Buy	641,087 +536,628	+514%	+$51.1M	21.06%	2
2023 Q3	$9.82M	Buy	+104,459	New	+$10.1M	4.45%	3
2022 Q1	–	Sell	-2,303	Closed	-$263K	–	470
2021 Q4	$263K	Buy	+2,303	New	+$263K	0.11%	92

Other funds holding AGG

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return