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

Richardson 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
Q1 		– Sell
-332
Closed -$33.2K – 616
2025
Q4 		$33.2K Buy
+332
New +$33.3K 0.01% 343
2024
Q2 		– Sell
-1
Closed -$78 – 589
2024
Q1 		$78 Buy
+1
New +$98 ﹤0.01% 616

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Richardson Financial Services's AGG Position: Q1 2026 in Review

Richardson Financial Services sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 332 shares — an estimated $33.2K sold.

Richardson Financial Services first reported a position in AGG in Q1 2024 and held it in 2 quarters. The position peaked at $33.2K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Richardson Financial Services reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 332 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $33.2K.
  • Richardson Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Richardson Financial Services's iShares Core US Aggregate Bond ETF position peaked at $33.2K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.