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

Tobias Financial Advisors’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 		$5.4M Sell
54,577
-1,880
-3% -$186K 0.69% 27
2026
Q1 		$5.6M Sell
56,457
-597
-1% -$59.7K 0.78% 25
2025
Q4 		$5.7M Sell
57,054
-1,351
-2% -$136K 0.81% 26
2025
Q3 		$5.86M Buy
58,405
+444
+0.8% +$44.1K 0.89% 24
2025
Q2 		$5.75M Buy
57,961
+34
+0.1% +$3.33K 0.98% 22
2025
Q1 		$5.73M Buy
57,927
+411
+0.7% +$40.2K 1.11% 21
2024
Q4 		$5.57M Buy
57,516
+9,061
+19% +$892K 1.12% 20
2024
Q3 		$4.91M Buy
48,455
+258
+0.5% +$25.7K 0.98% 22
2024
Q2 		$4.68M Buy
48,197
+3,410
+8% +$329K 1.01% 22
2024
Q1 		$4.39M Sell
44,787
-1,428
-3% -$140K 0.99% 24
2023
Q4 		$4.59M Buy
46,215
+13,164
+40% +$1.25M 1.12% 23
2023
Q3 		$3.11M Buy
33,051
+6,371
+24% +$614K 0.82% 32
2023
Q2 		$2.61M Buy
26,680
+2,731
+11% +$270K 0.7% 34
2023
Q1 		$2.39M Sell
23,949
-975
-4% -$96.4K 0.7% 35
2022
Q4 		$2.42M Buy
24,924
+15,700
+170% +$1.52M 0.79% 33
2022
Q3 		$889K Buy
9,224
+3,925
+74% +$397K 0.31% 49
2022
Q2 		$539K Sell
5,299
-64,697
-92% -$6.65M 0.18% 58
2022
Q1 		$7.5M Buy
+69,996
New +$7.7M 2.59% 10
2021
Q4 		– Sell
-36,718
Closed -$4.22M – 68
2021
Q3 		$4.22M Sell
36,718
-2,849
-7% -$330K 1.58% 19
2021
Q2 		$4.56M Buy
39,567
+21,162
+115% +$2.42M 1.81% 17
2021
Q1 		$2.1M Sell
18,405
-4,502
-20% -$521K 0.89% 25
2020
Q4 		$2.71M Buy
22,907
+775
+4% +$91.3K 1.24% 18
2020
Q3 		$2.61M Buy
22,132
+79
+0.4% +$9.37K 1.43% 17
2020
Q2 		$2.61M Sell
22,053
-3,408
-13% -$399K 1.53% 17
2020
Q1 		$2.94M Sell
25,461
-28,688
-53% -$3.27M 2.12% 13
2019
Q4 		$6.08M Buy
+54,149
New +$6.1M 3.89% 6

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

Tobias Financial Advisors's AGG Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q2 2026, selling an estimated $186K and leaving 54,577 shares worth $5.4M. The position accounts for 0.69% of the portfolio, ranked #27.

Tobias Financial Advisors first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.5M in Q1 2022. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tobias Financial Advisors held 54,577 shares of iShares Core US Aggregate Bond ETF worth $5.4M as of Q2 2026.
  • Tobias Financial Advisors sold 1,880 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares Core US Aggregate Bond ETF made up 0.69% of Tobias Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Tobias Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.5M in Q1 2022.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.