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

Sovereign 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
Q1 		$998K Buy
10,052
+2,962
+42% +$296K 0.17% 112
2025
Q4 		$708K Sell
7,090
-1,760
-20% -$177K 0.12% 148
2025
Q3 		$887K Sell
8,850
-1,357
-13% -$135K 0.17% 118
2025
Q2 		$1.01M Buy
+10,207
New +$1M 0.21% 91
2024
Q4 		– Sell
-1,983
Closed -$201K – 286
2024
Q3 		$201K Sell
1,983
-345
-15% -$34.4K 0.05% 274
2024
Q2 		$226K Sell
2,328
-3,557
-60% -$343K 0.06% 252
2024
Q1 		$576K Buy
5,885
+817
+16% +$80K 0.15% 133
2023
Q4 		$503K Sell
5,068
-7,482
-60% -$712K 0.15% 133
2023
Q3 		$1.18M Sell
12,550
-1,443
-10% -$139K 0.42% 50
2023
Q2 		$1.37M Sell
13,993
-3,098
-18% -$306K 0.45% 53
2023
Q1 		$1.7M Sell
17,091
-8,101
-32% -$801K 0.63% 40
2022
Q4 		$2.44M Buy
25,192
+9,953
+65% +$963K 0.96% 23
2022
Q3 		$1.47M Sell
15,239
-1,524
-9% -$154K 0.6% 39
2022
Q2 		$1.7M Sell
16,763
-2,634
-14% -$271K 0.67% 38
2022
Q1 		$2.08M Sell
19,397
-2,510
-11% -$276K 0.77% 33
2021
Q4 		$2.5M Buy
+21,907
New +$2.51M 1% 22

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

Sovereign Financial Group's AGG Position: Q1 2026 in Review

Sovereign Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 42% in Q1 2026, buying an estimated $296K and bringing the position to 10,052 shares worth $998K. The position accounts for 0.17% of the portfolio, ranked #112.

Sovereign Financial Group first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.5M in Q4 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Sovereign Financial Group held 10,052 shares of iShares Core US Aggregate Bond ETF worth $998K as of Q1 2026.
  • Sovereign Financial Group bought 2,962 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $296K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Sovereign Financial Group's portfolio in Q1 2026, its #112 holding.
  • Sovereign Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Sovereign Financial Group's iShares Core US Aggregate Bond ETF position peaked at $2.5M in Q4 2021.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.