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

Symphony Financial’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 		$344K Buy
3,466
+592
+21% +$58.6K 0.04% 246
2026
Q1 		$285K Sell
2,874
-7,359
-72% -$736K 0.04% 240
2025
Q4 		$1.02M Buy
+10,233
New +$1.03M 0.14% 107
2025
Q1 		– Sell
-16,751
Closed -$1.63M – 95
2024
Q4 		$1.63M Buy
+16,751
New +$1.65M 0.26% 77
2024
Q1 		– Sell
-23,381
Closed -$2.3M – 193
2023
Q4 		$2.3M Buy
+23,381
New +$2.23M 0.49% 54
2023
Q3 		– Sell
-5,829
Closed -$570K – 161
2023
Q2 		$570K Buy
5,829
+3,283
+129% +$325K 0.14% 114
2023
Q1 		$252K Sell
2,546
-1,948
-43% -$193K 0.07% 185
2022
Q4 		$441K Buy
+4,494
New +$435K 0.12% 148
2021
Q3 		– Sell
-2,528
Closed -$292K – 171
2021
Q2 		$292K Sell
2,528
-87
-3% -$9.97K 0.1% 139
2021
Q1 		$299K Sell
2,615
-2,804
-52% -$325K 0.08% 154
2020
Q4 		$640K Buy
5,419
+2
+0% +$236 0.23% 76
2020
Q3 		$640K Buy
5,417
+189
+4% +$22.4K 0.26% 62
2020
Q2 		$618K Buy
+5,228
New +$612K 0.3% 60

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Symphony Financial's AGG Position: Q2 2026 in Review

Symphony Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q2 2026, buying an estimated $58.6K and bringing the position to 3,466 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #246.

Symphony Financial first reported a position in AGG in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.3M in Q4 2023. 1,847 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Symphony Financial held 3,466 shares of iShares Core US Aggregate Bond ETF worth $344K as of Q2 2026.
  • Symphony Financial bought 592 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $58.6K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #246 holding.
  • Symphony Financial first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • Symphony Financial's iShares Core US Aggregate Bond ETF position peaked at $2.3M in Q4 2023.
  • 1,847 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.