TS Financial Group (TSFG)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TS Financial Group (TSFG)’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	$1.06M	Buy	10,668 +9	+0.1%	+$890	0.13%	86
2026 Q1	$1.06M	Buy	10,659 +6	+0.1%	+$600	0.16%	81
2025 Q4	$1.06M	Sell	10,653 -335	-3%	-$33.6K	0.16%	81
2025 Q3	$1.1M	Sell	10,988 -25	-0.2%	-$2.48K	0.18%	83
2025 Q2	$1.09M	Sell	11,013 -511	-4%	-$50.1K	0.2%	80
2025 Q1	$1.14M	Sell	11,524 -284	-2%	-$27.8K	0.23%	62
2024 Q4	$1.14M	Sell	11,808 -252	-2%	-$24.8K	0.23%	65
2024 Q3	$1.22M	Sell	12,060 -504	-4%	-$50.3K	0.27%	58
2024 Q2	$1.22M	Sell	12,564 -406	-3%	-$39.2K	0.29%	57
2024 Q1	$1.27M	Sell	12,970 -1,104	-8%	-$108K	0.32%	58
2023 Q4	$1.4M	Sell	14,074 -1,121	-7%	-$107K	0.44%	42
2023 Q3	$1.43M	Sell	15,195 -12	-0.1%	-$1.16K	0.51%	43
2023 Q2	$1.49M	Buy	15,207 +245	+2%	+$24.2K	0.56%	40
2023 Q1	$1.49M	Sell	14,962 -712	-5%	-$70.4K	0.55%	40
2022 Q4	$1.52M	Buy	15,674 +13,700	+694%	+$1.32M	0.6%	37
2022 Q3	$190K	Sell	1,974 -257	-12%	-$26K	0.09%	118
2022 Q2	$227K	Buy	2,231 +374	+20%	+$38.4K	0.1%	100
2022 Q1	$199K	Hold	1,857	–	–	0.07%	122
2021 Q4	$212K	Sell	1,857 -111	-6%	-$12.7K	0.07%	123
2021 Q3	$226K	Hold	1,968	–	–	0.09%	112
2021 Q2	$227K	Buy	1,968 +1	+0.1%	+$115	0.09%	112
2021 Q1	$224K	Sell	1,967 -1,995	-50%	-$231K	0.11%	89
2020 Q4	$468K	Sell	3,962 -542	-12%	-$63.8K	0.25%	53
2020 Q3	$532K	Buy	4,504 +20	+0.4%	+$2.37K	0.32%	43
2020 Q2	$530K	Sell	4,484 -1,776	-28%	-$208K	0.35%	43
2020 Q1	$722K	Buy	6,260 +188	+3%	+$21.4K	0.64%	28
2019 Q4	$682K	Sell	6,072 -1,055	-15%	-$119K	0.51%	37
2019 Q3	$807K	Buy	7,127 +255	+4%	+$28.7K	0.62%	29
2019 Q2	$765K	Buy	6,872 +11	+0.2%	+$1.2K	0.61%	30
2019 Q1	$748K	Buy	+6,861	New	+$736K	0.64%	30

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TS Financial Group (TSFG)'s AGG Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.08% in Q2 2026, buying an estimated $890 and bringing the position to 10,668 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #86.

TS Financial Group (TSFG) first reported a position in AGG in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.52M in Q4 2022. 876 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

TS Financial Group (TSFG) held 10,668 shares of iShares Core US Aggregate Bond ETF worth $1.06M as of Q2 2026.
TS Financial Group (TSFG) bought 9 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $890.
iShares Core US Aggregate Bond ETF made up 0.13% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #86 holding.
TS Financial Group (TSFG) first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s iShares Core US Aggregate Bond ETF position peaked at $1.52M in Q4 2022.
876 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.