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Sound Financial Strategies Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sound Financial Strategies 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
Q1 		$16M Buy
160,804
+22,882
+17% +$2.29M 10.89% 1
2025
Q4 		$13.8M Sell
137,922
-4,392
-3% -$441K 9.73% 2
2025
Q3 		$14.3M Sell
142,314
-5,136
-3% -$510K 10.42% 1
2025
Q2 		$14.6M Sell
147,450
-6,232
-4% -$611K 12.37% 1
2025
Q1 		$15.2M Sell
153,682
-27,813
-15% -$2.72M 13.57% 1
2024
Q4 		$17.6M Sell
181,495
-12,405
-6% -$1.22M 14.67% 1
2024
Q3 		$19.6M Sell
193,900
-9,307
-5% -$929K 15.77% 1
2024
Q2 		$19.7M Sell
203,207
-87,954
-30% -$8.49M 17.14% 2
2024
Q1 		$28.5M Sell
291,161
-2,909
-1% -$285K 23.72% 2
2023
Q4 		$29.2M Buy
+294,070
New +$28M 24.59% 2
2023
Q3 		– Sell
-305
Closed -$29.9K – 73
2023
Q2 		$29.9K Sell
305
-58
-16% -$5.73K 0.02% 65
2023
Q1 		$36.2K Buy
363
+58
+19% +$5.73K 0.02% 50
2022
Q4 		$29.6K Buy
+305
New +$29.5K 0.02% 58
2021
Q2 		– Sell
-1,846
Closed -$210K – 88
2021
Q1 		$210K Sell
1,846
-274,457
-99% -$31.8M 0.11% 76
2020
Q4 		$32.7M Sell
276,303
-261,752
-49% -$30.8M 17.86% 3
2020
Q3 		$63.5M Buy
538,055
+1,503
+0.3% +$178K 40.26% 1
2020
Q2 		$63.4M Buy
536,552
+15,888
+3% +$1.86M 41.06% 1
2020
Q1 		$60.1M Buy
520,664
+356,834
+218% +$40.7M 40.89% 1
2019
Q4 		$18.4M Buy
+163,830
New +$18.5M 11.66% 3

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

Sound Financial Strategies Group's AGG Position: Q1 2026 in Review

Sound Financial Strategies Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q1 2026, buying an estimated $2.29M and bringing the position to 160,804 shares worth $16M. The position accounts for 10.89% of the portfolio, ranked #1.

Sound Financial Strategies Group first reported a position in AGG in Q4 2019 and has held it in 19 quarters since. The position peaked at $63.5M in Q3 2020. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sound Financial Strategies Group held 160,804 shares of iShares Core US Aggregate Bond ETF worth $16M as of Q1 2026.
  • Sound Financial Strategies Group bought 22,882 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.29M.
  • iShares Core US Aggregate Bond ETF made up 10.89% of Sound Financial Strategies Group's portfolio in Q1 2026, its #1 holding.
  • Sound Financial Strategies Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's iShares Core US Aggregate Bond ETF position peaked at $63.5M in Q3 2020.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.