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

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

Professional Financial Advisors's AGG Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q2 2026, selling an estimated $33.9M and leaving 352,310 shares worth $34.9M. The position accounts for 6.03% of the portfolio, ranked #2.

Professional Financial Advisors first reported a position in AGG in Q4 2021 and has held it in 13 quarters since. The position peaked at $69M in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Professional Financial Advisors held 352,310 shares of iShares Core US Aggregate Bond ETF worth $34.9M as of Q2 2026.
Professional Financial Advisors sold 343,113 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $33.9M.
iShares Core US Aggregate Bond ETF made up 6.03% of Professional Financial Advisors's portfolio in Q2 2026, its #2 holding.
Professional Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Professional Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $69M in Q1 2026.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.