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Prospera Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prospera Financial Services’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 		$13.1M Sell
131,882
-5,344
-4% -$529K 0.19% 119
2026
Q1 		$13.6M Sell
137,226
-8,758
-6% -$876K 0.22% 102
2025
Q4 		$14.6M Sell
145,984
-6,564
-4% -$659K 0.24% 91
2025
Q3 		$15.3M Buy
152,548
+771
+0.5% +$76.5K 0.26% 81
2025
Q2 		$15.1M Buy
151,777
+953
+0.6% +$93.4K 0.28% 77
2025
Q1 		$14.9M Sell
150,824
-10,597
-7% -$1.04M 0.34% 67
2024
Q4 		$15.6M Sell
161,421
-6,586
-4% -$649K 0.36% 61
2024
Q3 		$17M Buy
168,007
+20,022
+14% +$2M 0.43% 54
2024
Q2 		$14.4M Buy
147,985
+2,704
+2% +$261K 0.4% 52
2024
Q1 		$14.2M Buy
145,281
+3,948
+3% +$386K 0.42% 44
2023
Q4 		$14M Sell
141,333
-47,083
-25% -$4.48M 0.46% 39
2023
Q3 		$17.7M Sell
188,416
-2,321
-1% -$224K 0.69% 23
2023
Q2 		$18.7M Buy
190,737
+4,812
+3% +$476K 0.72% 22
2023
Q1 		$18.5M Buy
185,925
+1,439
+0.8% +$142K 0.76% 18
2022
Q4 		$17.9M Buy
184,486
+27,506
+18% +$2.66M 0.9% 14
2022
Q3 		$15.1M Sell
156,980
-9,665
-6% -$977K 0.79% 17
2022
Q2 		$16.9M Sell
166,645
-5,207
-3% -$535K 0.86% 18
2022
Q1 		$18.4M Sell
171,852
-2,681
-2% -$295K 0.77% 15
2021
Q4 		$19.9M Sell
174,533
-1,783
-1% -$204K 0.86% 13
2021
Q3 		$20.3M Buy
176,316
+2,267
+1% +$263K 1.01% 12
2021
Q2 		$20.1M Buy
174,049
+16,718
+11% +$1.92M 1.01% 12
2021
Q1 		$17.9M Sell
157,331
-12,050
-7% -$1.4M 1.06% 11
2020
Q4 		$20M Buy
169,381
+165,470
+4,231% +$19.5M 1.38% 10
2020
Q3 		$462K Sell
3,911
-267,193
-99% -$31.7M 0.18% 109
2020
Q2 		$32M Sell
271,104
-20,067
-7% -$2.35M 2.84% 4
2020
Q1 		$33.6M Buy
291,171
+103,507
+55% +$11.8M 3.56% 4
2019
Q4 		$21.1M Buy
187,664
+6,449
+4% +$727K 1.62% 9
2019
Q3 		$20.5M Buy
181,215
+20,165
+13% +$2.27M 2.11% 7
2019
Q2 		$17.9M Buy
+161,050
New +$17.6M 2.01% 6
2019
Q1 		– Sell
-89,360
Closed -$9.53M – 325
2018
Q4 		$9.53M Sell
89,360
-2,295
-3% -$241K 1.92% 7
2018
Q3 		$9.61M Sell
91,655
-52,795
-37% -$5.6M 1.79% 6
2018
Q2 		$15.4M Buy
144,450
+14,956
+12% +$1.59M 2.08% 6
2018
Q1 		$13.8M Buy
129,494
+1,884
+1% +$202K 1.93% 6
2017
Q4 		$13.9M Buy
127,610
+6,501
+5% +$711K 2.13% 6
2017
Q3 		$13.3M Buy
121,109
+786
+0.7% +$86.3K 2.02% 6
2017
Q2 		$13.1M Buy
120,323
+14,550
+14% +$1.59M 2.1% 6
2017
Q1 		$11.5M Sell
105,773
-4,410
-4% -$477K 2.07% 6
2016
Q4 		$12M Sell
110,183
-12,955
-11% -$1.42M 2.35% 4
2016
Q3 		$13.8M Sell
123,138
-192,563
-61% -$21.7M 2.78% 4
2016
Q2 		$35.6M Sell
315,701
-29,800
-9% -$3.31M 7.35% 1
2016
Q1 		$38.3M Buy
345,501
+220,909
+177% +$24.2M 8.52% 1
2015
Q4 		$13.5M Buy
124,592
+13,688
+12% +$1.49M 2.95% 5
2015
Q3 		$12.2M Buy
110,904
+14,695
+15% +$1.6M 3.07% 5
2015
Q2 		$10.5M Buy
96,209
+30,704
+47% +$3.38M 2.49% 4
2015
Q1 		$7.3M Buy
65,505
+13,786
+27% +$1.53M 1.63% 10
2014
Q4 		$5.7M Buy
51,719
+21,904
+73% +$2.41M 1.42% 10
2014
Q3 		$3.25M Buy
29,815
+3,738
+14% +$408K 0.88% 22
2014
Q2 		$2.85M Buy
26,077
+4,061
+18% +$441K 0.77% 27
2014
Q1 		$2.38M Buy
+22,016
New +$2.37M 0.75% 24

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Prospera Financial Services's AGG Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.9% in Q2 2026, selling an estimated $529K and leaving 131,882 shares worth $13.1M. The position accounts for 0.19% of the portfolio, ranked #119.

Prospera Financial Services first reported a position in AGG in Q1 2014 and has held it in 49 quarters since. The position peaked at $38.3M in Q1 2016. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Prospera Financial Services held 131,882 shares of iShares Core US Aggregate Bond ETF worth $13.1M as of Q2 2026.
  • Prospera Financial Services sold 5,344 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $529K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Prospera Financial Services's portfolio in Q2 2026, its #119 holding.
  • Prospera Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Prospera Financial Services's iShares Core US Aggregate Bond ETF position peaked at $38.3M in Q1 2016.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.