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

Souders 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 		$10.6M Sell
107,075
-4,127
-4% -$413K 1.21% 26
2025
Q4 		$11.1M Sell
111,202
-92,117
-45% -$9.24M 1.27% 23
2025
Q3 		$20.4M Buy
203,319
+7,471
+4% +$741K 2.42% 11
2025
Q2 		$19.4M Buy
195,848
+1,923
+1% +$188K 2.47% 12
2025
Q1 		$19.2M Sell
193,925
-31,781
-14% -$3.11M 2.68% 10
2024
Q4 		$21.9M Buy
225,706
+3,317
+1% +$327K 3.05% 7
2024
Q3 		$22.5M Sell
222,389
-29,344
-12% -$2.93M 3.14% 8
2024
Q2 		$24.4M Buy
251,733
+7,476
+3% +$722K 3.68% 4
2024
Q1 		$23.9M Buy
244,257
+19,829
+9% +$1.94M 3.77% 5
2023
Q4 		$22.3M Buy
224,428
+132,241
+143% +$12.6M 3.81% 4
2023
Q3 		$8.67M Buy
92,187
+6,729
+8% +$648K 1.66% 16
2023
Q2 		$8.37M Sell
85,458
-1,312
-2% -$130K 1.6% 17
2023
Q1 		$8.65M Buy
86,770
+9,335
+12% +$923K 1.84% 15
2022
Q4 		$7.51M Buy
77,435
+9,397
+14% +$909K 1.72% 14
2022
Q3 		$6.55M Buy
68,038
+65,125
+2,236% +$6.59M 1.78% 13
2022
Q2 		$296K Sell
2,913
-119,109
-98% -$12.2M 0.09% 121
2022
Q1 		$13.1M Buy
122,022
+5,591
+5% +$615K 3.78% 5
2021
Q4 		$13.3M Buy
116,431
+3,936
+3% +$450K 3.81% 5
2021
Q3 		$12.9M Buy
112,495
+1,954
+2% +$226K 4.16% 4
2021
Q2 		$12.7M Buy
110,541
+103,517
+1,474% +$11.9M 4.3% 3
2021
Q1 		$800K Buy
+7,024
New +$813K 0.31% 68

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

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

Souders Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q1 2026, selling an estimated $413K and leaving 107,075 shares worth $10.6M. The position accounts for 1.21% of the portfolio, ranked #26.

Souders Financial Advisors first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $24.4M in Q2 2024. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Souders Financial Advisors held 107,075 shares of iShares Core US Aggregate Bond ETF worth $10.6M as of Q1 2026.
  • Souders Financial Advisors sold 4,127 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $413K.
  • iShares Core US Aggregate Bond ETF made up 1.21% of Souders Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • Souders Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Souders Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $24.4M in Q2 2024.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

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