AFPL
AGG icon

Advus Financial Partners, LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advus Financial Partners, LLC’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 		$1.07M Buy
10,797
+1,204
+13% +$119K 0.24% 82
2026
Q1 		$952K Buy
9,593
+283
+3% +$28.3K 0.24% 77
2025
Q4 		$930K Buy
9,310
+241
+3% +$24.2K 0.23% 76
2025
Q3 		$909K Buy
9,069
+65
+0.7% +$6.45K 0.22% 77
2025
Q2 		$893K Buy
9,004
+100
+1% +$9.8K 0.23% 75
2025
Q1 		$881K Sell
8,904
-278
-3% -$27.2K 0.25% 63
2024
Q4 		$890K Sell
9,182
-51
-0.6% -$5.02K 0.25% 60
2024
Q3 		$935K Sell
9,233
-758
-8% -$75.6K 0.27% 55
2024
Q2 		$970K Sell
9,991
-770
-7% -$74.3K 0.3% 52
2024
Q1 		$1.05M Buy
10,761
+189
+2% +$18.5K 0.33% 50
2023
Q4 		$1.05M Buy
10,572
+269
+3% +$25.6K 0.36% 46
2023
Q3 		$969K Buy
10,303
+440
+4% +$42.4K 0.38% 44
2023
Q2 		$966K Buy
9,863
+927
+10% +$91.6K 0.37% 45
2023
Q1 		$890K Buy
8,936
+470
+6% +$46.5K 0.37% 42
2022
Q4 		$821K Buy
8,466
+142
+2% +$13.7K 0.36% 46
2022
Q3 		$802K Buy
8,324
+420
+5% +$42.5K 0.43% 39
2022
Q2 		$804K Sell
7,904
-803
-9% -$82.5K 0.42% 38
2022
Q1 		$933K Buy
+8,707
New +$958K 0.48% 36
2021
Q3 		$971K Buy
+8,510
New +$986K 0.54% 28

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

Advus Financial Partners, LLC's AGG Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $119K and bringing the position to 10,797 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #82.

Advus Financial Partners, LLC first reported a position in AGG in Q3 2021 and has held it in 19 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Advus Financial Partners, LLC held 10,797 shares of iShares Core US Aggregate Bond ETF worth $1.07M as of Q2 2026.
  • Advus Financial Partners, LLC bought 1,204 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #82 holding.
  • Advus Financial Partners, LLC first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.