RFA
AGG icon

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

Resurgent 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
Q1 		$481K Sell
4,844
-238
-5% -$23.8K 0.17% 142
2025
Q4 		$508K Buy
5,082
+713
+16% +$71.5K 0.25% 113
2025
Q3 		$438K Sell
4,369
-9
-0.2% -$893 0.22% 134
2025
Q2 		$434K Sell
4,378
-1,052
-19% -$103K 0.24% 119
2025
Q1 		$537K Buy
5,430
+14
+0.3% +$1.37K 0.32% 85
2024
Q4 		$525K Sell
5,416
-5,486
-50% -$540K 0.31% 95
2024
Q3 		$1.1M Sell
10,902
-414
-4% -$41.3K 0.65% 41
2024
Q2 		$1.1M Sell
11,316
-198
-2% -$19.1K 0.68% 40
2024
Q1 		$1.13M Sell
11,514
-2,101
-15% -$206K 0.6% 43
2023
Q4 		$1.35M Buy
13,615
+9,299
+215% +$885K 0.83% 27
2023
Q3 		$406K Buy
4,316
+147
+4% +$14.2K 0.28% 90
2023
Q2 		$408K Buy
4,169
+442
+12% +$43.7K 0.27% 86
2023
Q1 		$371K Sell
3,727
-2,190
-37% -$216K 0.25% 93
2022
Q4 		$574K Buy
5,917
+161
+3% +$15.6K 0.3% 80
2022
Q3 		$555K Sell
5,756
-53
-0.9% -$5.36K 0.37% 83
2022
Q2 		$591K Buy
5,809
+1,402
+32% +$144K 0.38% 80
2022
Q1 		$472K Buy
4,407
+288
+7% +$31.7K 0.29% 91
2021
Q4 		$470K Buy
+4,119
New +$471K 0.37% 74

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Resurgent Financial Advisors's AGG Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q1 2026, selling an estimated $23.8K and leaving 4,844 shares worth $481K. The position accounts for 0.17% of the portfolio, ranked #142.

Resurgent Financial Advisors first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Resurgent Financial Advisors held 4,844 shares of iShares Core US Aggregate Bond ETF worth $481K as of Q1 2026.
  • Resurgent Financial Advisors sold 238 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $23.8K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Resurgent Financial Advisors's portfolio in Q1 2026, its #142 holding.
  • Resurgent Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.35M in Q4 2023.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.