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

Tilson 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	$583K	Sell	5,870 -927	-14%	-$92.7K	0.17%	53
2025 Q4	$679K	Buy	6,797 +3	+0%	+$301	0.21%	48
2025 Q3	$681K	Sell	6,794 -78	-1%	-$7.74K	0.22%	45
2025 Q2	$682K	Sell	6,872 -1,877	-21%	-$184K	0.26%	41
2025 Q1	$865K	Sell	8,749 -1,603	-15%	-$157K	0.34%	34
2024 Q4	$1M	Buy	10,352 +1,770	+21%	+$174K	0.41%	33
2024 Q3	$869K	Buy	+8,582	New	+$856K	0.38%	34
2024 Q2	–	Sell	-4,664	Closed	-$457K	–	39
2024 Q1	$457K	Sell	4,664 -90	-2%	-$8.81K	0.25%	51
2023 Q4	$472K	Sell	4,754 -1,759	-27%	-$167K	0.3%	44
2023 Q3	$612K	Buy	+6,513	New	+$627K	0.48%	37
2023 Q2	–	Sell	-9,063	Closed	-$903K	–	31
2023 Q1	$903K	Sell	9,063 -2,047	-18%	-$202K	0.74%	28
2022 Q4	$1.08M	Buy	+11,110	New	+$1.07M	0.92%	26

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Tilson Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, selling an estimated $92.7K and leaving 5,870 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #53.

Tilson Financial Group first reported a position in AGG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2022. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Tilson Financial Group held 5,870 shares of iShares Core US Aggregate Bond ETF worth $583K as of Q1 2026.
Tilson Financial Group sold 927 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $92.7K.
iShares Core US Aggregate Bond ETF made up 0.17% of Tilson Financial Group's portfolio in Q1 2026, its #53 holding.
Tilson Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
Tilson Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2022.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.