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Strategic Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Financial Partners’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 		$10.2M Sell
103,542
-45,353
-30% -$4.49M 3.87% 6
2026
Q1 		$14.8M Buy
148,895
+33,207
+29% +$3.32M 6.38% 5
2025
Q4 		$11.6M Buy
115,688
+1,487
+1% +$149K 5% 5
2025
Q3 		$11.4M Sell
114,201
-1,438
-1% -$143K 5.24% 6
2025
Q2 		$11.5M Sell
115,639
-63,485
-35% -$6.22M 5.32% 5
2025
Q1 		$17.7M Buy
179,124
+65,142
+57% +$6.37M 9.33% 3
2024
Q4 		$11M Buy
113,982
+6,823
+6% +$672K 5.64% 6
2024
Q3 		$10.9M Buy
107,159
+13,126
+14% +$1.31M 5.54% 6
2024
Q2 		$9.13M Sell
94,033
-7,101
-7% -$685K 5.03% 6
2024
Q1 		$9.91M Buy
101,134
+7,501
+8% +$734K 5.48% 6
2023
Q4 		$9.29M Buy
93,633
+4,737
+5% +$451K 5.4% 6
2023
Q3 		$8.36M Sell
88,896
-5,243
-6% -$505K 5.07% 6
2023
Q2 		$9.22M Sell
94,139
-12,639
-12% -$1.25M 5.25% 7
2023
Q1 		$10.6M Sell
106,778
-33,248
-24% -$3.29M 6.51% 6
2022
Q4 		$13.6M Buy
140,026
+33,352
+31% +$3.23M 8.29% 5
2022
Q3 		$10.3M Sell
106,674
-64,239
-38% -$6.5M 6.54% 7
2022
Q2 		$17.4M Buy
170,913
+125,363
+275% +$12.9M 10.15% 3
2022
Q1 		$4.88M Buy
45,550
+1,142
+3% +$126K 2.49% 10
2021
Q4 		$5.07M Buy
44,408
+19,676
+80% +$2.25M 2.49% 9
2021
Q3 		$2.84M Sell
24,732
-2,530
-9% -$293K 1.53% 12
2021
Q2 		$3.14M Buy
27,262
+635
+2% +$72.8K 1.74% 11
2021
Q1 		$3.03M Sell
26,627
-5,230
-16% -$606K 1.8% 12
2020
Q4 		$3.77M Sell
31,857
-27,338
-46% -$3.22M 2.46% 11
2020
Q3 		$6.99M Buy
59,195
+13,637
+30% +$1.62M 5.47% 6
2020
Q2 		$5.38M Sell
45,558
-25,582
-36% -$2.99M 4.46% 7
2020
Q1 		$8.21M Buy
71,140
+37,605
+112% +$4.29M 8.73% 3
2019
Q4 		$3.77M Buy
+33,535
New +$3.78M 3.08% 10

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

Strategic Financial Partners's AGG Position: Q2 2026 in Review

Strategic Financial Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 30% in Q2 2026, selling an estimated $4.49M and leaving 103,542 shares worth $10.2M. The position accounts for 3.87% of the portfolio, ranked #6.

Strategic Financial Partners first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7M in Q1 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Strategic Financial Partners held 103,542 shares of iShares Core US Aggregate Bond ETF worth $10.2M as of Q2 2026.
  • Strategic Financial Partners sold 45,353 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.49M.
  • iShares Core US Aggregate Bond ETF made up 3.87% of Strategic Financial Partners's portfolio in Q2 2026, its #6 holding.
  • Strategic Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $17.7M in Q1 2025.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.