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
Q2 		$489K Buy
4,937
+93
+2% +$9.2K 0.14% 165
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 $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

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

Resurgent Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q2 2026, buying an estimated $9.2K and bringing the position to 4,937 shares worth $489K. The position accounts for 0.14% of the portfolio, ranked #165.

Resurgent Financial Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2023. 2,091 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Resurgent Financial Advisors held 4,937 shares of iShares Core US Aggregate Bond ETF worth $489K as of Q2 2026.
  • Resurgent Financial Advisors bought 93 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.2K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Resurgent Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Resurgent Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.35M in Q4 2023.
  • 2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.