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Accredited Investors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Accredited Investors’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 		$3.18M Sell
32,106
-1,860
-5% -$184K 0.14% 59
2026
Q1 		$3.37M Buy
33,966
+3,369
+11% +$337K 0.18% 54
2025
Q4 		$3.06M Buy
30,597
+1,453
+5% +$146K 0.16% 58
2025
Q3 		$2.92M Sell
29,144
-563
-2% -$55.9K 0.16% 55
2025
Q2 		$2.95M Sell
29,707
-1,555
-5% -$152K 0.17% 54
2025
Q1 		$3.09M Sell
31,262
-19,011
-38% -$1.86M 0.19% 47
2024
Q4 		$4.87M Sell
50,273
-95,522
-66% -$9.41M 0.29% 41
2024
Q3 		$14.8M Sell
145,795
-20,796
-12% -$2.07M 0.84% 23
2024
Q2 		$16.2M Sell
166,591
-39,334
-19% -$3.8M 1.01% 21
2024
Q1 		$20.2M Sell
205,925
-134,735
-40% -$13.2M 1.3% 19
2023
Q4 		$33.8M Sell
340,660
-93,692
-22% -$8.92M 2.4% 16
2023
Q3 		$40.8M Buy
434,352
+344,998
+386% +$33.2M 3.06% 15
2023
Q2 		$8.75M Buy
89,354
+14,611
+20% +$1.44M 0.62% 28
2023
Q1 		$7.45M Sell
74,743
-17,588
-19% -$1.74M 0.57% 29
2022
Q4 		$8.96M Sell
92,331
-6,550
-7% -$633K 0.76% 26
2022
Q3 		$9.53M Sell
98,881
-14,385
-13% -$1.45M 1.11% 25
2022
Q2 		$11.5M Sell
113,266
-233,617
-67% -$24M 1.37% 21
2022
Q1 		$37.2M Buy
346,883
+314,746
+979% +$34.6M 3.35% 12
2021
Q4 		$3.67M Buy
+32,137
New +$3.68M 0.33% 32
2020
Q2 		– Sell
-2,998
Closed -$346K – 133
2020
Q1 		$346K Buy
+2,998
New +$342K 0.08% 99
2016
Q1 		– Sell
-3,881
Closed -$420K – 96
2015
Q4 		$420K Buy
3,881
+549
+16% +$59.8K 0.1% 63
2015
Q3 		$366K Buy
+3,332
New +$363K 0.1% 58

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

Accredited Investors's AGG Position: Q2 2026 in Review

Accredited Investors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2026, selling an estimated $184K and leaving 32,106 shares worth $3.18M. The position accounts for 0.14% of the portfolio, ranked #59.

Accredited Investors first reported a position in AGG in Q3 2015 and has held it in 22 quarters since. The position peaked at $40.8M in Q3 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Accredited Investors held 32,106 shares of iShares Core US Aggregate Bond ETF worth $3.18M as of Q2 2026.
  • Accredited Investors sold 1,860 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Accredited Investors's portfolio in Q2 2026, its #59 holding.
  • Accredited Investors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and has held it in 22 quarters since.
  • Accredited Investors's iShares Core US Aggregate Bond ETF position peaked at $40.8M in Q3 2023.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.