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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
Q2 		$2.07M Sell
20,878
-86,197
-81% -$8.53M 0.21% 61
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 $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

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

Souders Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 81% in Q2 2026, selling an estimated $8.53M and leaving 20,878 shares worth $2.07M. The position accounts for 0.21% of the portfolio, ranked #61.

Souders Financial Advisors first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.4M in Q2 2024. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Souders Financial Advisors held 20,878 shares of iShares Core US Aggregate Bond ETF worth $2.07M as of Q2 2026.
  • Souders Financial Advisors sold 86,197 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.53M.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Souders Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Souders Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Souders Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $24.4M in Q2 2024.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.