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S Harris Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

S Harris Financial Group’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 		$1.1M Buy
11,106
+349
+3% +$34.5K 0.85% 18
2026
Q1 		$1.07M Buy
10,757
+638
+6% +$63.8K 0.97% 17
2025
Q4 		$1.01M Buy
+10,119
New +$1.02M 0.97% 18

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

S Harris Financial Group's AGG Position: Q2 2026 in Review

S Harris Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, buying an estimated $34.5K and bringing the position to 11,106 shares worth $1.1M. The position accounts for 0.85% of the portfolio, ranked #18.

S Harris Financial Group first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • S Harris Financial Group held 11,106 shares of iShares Core US Aggregate Bond ETF worth $1.1M as of Q2 2026.
  • S Harris Financial Group bought 349 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $34.5K.
  • iShares Core US Aggregate Bond ETF made up 0.85% of S Harris Financial Group's portfolio in Q2 2026, its #18 holding.
  • S Harris Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.