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 Q2	$581K	Buy	5,872 +2	+0%	+$198	0.16%	55
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 $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tilson Financial Group's AGG Position: Q2 2026 in Review

Tilson Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.03% in Q2 2026, buying an estimated $198 and bringing the position to 5,872 shares worth $581K. The position accounts for 0.16% of the portfolio, ranked #55.

Tilson Financial Group first reported a position in AGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2022. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Tilson Financial Group held 5,872 shares of iShares Core US Aggregate Bond ETF worth $581K as of Q2 2026.
Tilson Financial Group bought 2 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $198.
iShares Core US Aggregate Bond ETF made up 0.16% of Tilson Financial Group's portfolio in Q2 2026, its #55 holding.
Tilson Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Tilson Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q4 2022.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.