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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
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 $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

Strategic Financial Partners's AGG Position: Q1 2026 in Review

Strategic Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q1 2026, buying an estimated $3.32M and bringing the position to 148,895 shares worth $14.8M. The position accounts for 6.38% of the portfolio, ranked #5.

Strategic Financial Partners first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.7M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Strategic Financial Partners held 148,895 shares of iShares Core US Aggregate Bond ETF worth $14.8M as of Q1 2026.
  • Strategic Financial Partners bought 33,207 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $3.32M.
  • iShares Core US Aggregate Bond ETF made up 6.38% of Strategic Financial Partners's portfolio in Q1 2026, its #5 holding.
  • Strategic Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $17.7M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.