SFS
AGG icon

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

Security 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 		$1.85M Sell
18,713
-103
-0.5% -$10.2K 0.26% 66
2026
Q1 		$1.87M Sell
18,816
-3,141
-14% -$314K 0.3% 63
2025
Q4 		$2.19M Sell
21,957
-150
-0.7% -$15.1K 0.34% 52
2025
Q3 		$2.22M Sell
22,107
-5,980
-21% -$593K 0.36% 49
2025
Q2 		$2.79M Sell
28,087
-959
-3% -$94K 0.49% 45
2025
Q1 		$2.87M Sell
29,046
-9,660
-25% -$944K 0.57% 40
2024
Q4 		$3.75M Sell
38,706
-3,032
-7% -$299K 0.76% 31
2024
Q3 		$4.23M Sell
41,738
-2,204
-5% -$220K 0.86% 27
2024
Q2 		$4.27M Sell
43,942
-16,813
-28% -$1.62M 0.93% 28
2024
Q1 		$5.95M Sell
60,755
-719
-1% -$70.4K 1.34% 22
2023
Q4 		$6.1M Buy
61,474
+11,427
+23% +$1.09M 1.5% 21
2023
Q3 		$4.71M Sell
50,047
-17,040
-25% -$1.64M 1.33% 21
2023
Q2 		$6.57M Sell
67,087
-1,631
-2% -$161K 1.86% 13
2023
Q1 		$6.85M Sell
68,718
-7,853
-10% -$776K 2.08% 13
2022
Q4 		$7.43M Sell
76,571
-22,391
-23% -$2.17M 2.3% 9
2022
Q3 		$9.53M Buy
98,962
+6,810
+7% +$689K 3.25% 4
2022
Q2 		$9.37M Buy
92,152
+52,436
+132% +$5.39M 2.99% 5
2022
Q1 		$4.25M Buy
39,716
+20,825
+110% +$2.29M 1.35% 20
2021
Q4 		$2.15M Buy
+18,891
New +$2.16M 0.72% 36

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return