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AlTi Global’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AlTi Global’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 		$5.53M Sell
55,899
-10,553
-16% -$1.04M 0.11% 101
2026
Q1 		$6.6M Sell
66,452
-196
-0.3% -$19.6K 0.14% 80
2025
Q4 		$6.66M Buy
66,648
+3,395
+5% +$341K 0.14% 77
2025
Q3 		$6.34M Buy
63,253
+3
+0% +$298 0.15% 86
2025
Q2 		$6.26M Buy
63,250
+7,169
+13% +$702K 0.16% 79
2025
Q1 		$5.55M Buy
56,081
+8,234
+17% +$805K 0.15% 82
2024
Q4 		$4.64M Sell
47,847
-12,132
-20% -$1.19M 0.11% 99
2024
Q3 		$6.07M Buy
59,979
+2,553
+4% +$255K 0.15% 88
2024
Q2 		$5.57M Buy
57,426
+4,152
+8% +$401K 0.15% 75
2024
Q1 		$5.22M Buy
53,274
+252
+0.5% +$24.7K 0.15% 87
2023
Q4 		$5.26M Buy
+53,022
New +$5.05M 0.16% 77

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AlTi Global's AGG Position: Q2 2026 in Review

AlTi Global reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, selling an estimated $1.04M and leaving 55,899 shares worth $5.53M. The position accounts for 0.11% of the portfolio, ranked #101.

AlTi Global first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.66M in Q4 2025. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • AlTi Global held 55,899 shares of iShares Core US Aggregate Bond ETF worth $5.53M as of Q2 2026.
  • AlTi Global sold 10,553 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.04M.
  • iShares Core US Aggregate Bond ETF made up 0.11% of AlTi Global's portfolio in Q2 2026, its #101 holding.
  • AlTi Global first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares Core US Aggregate Bond ETF position peaked at $6.66M in Q4 2025.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.