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Americana Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Americana Partners’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 		$1.36M Buy
13,727
+262
+2% +$25.9K 0.03% 280
2026
Q1 		$1.34M Buy
13,465
+130
+1% +$13K 0.03% 249
2025
Q4 		$1.33M Buy
13,335
+934
+8% +$93.7K 0.04% 250
2025
Q3 		$1.24M Buy
12,401
+7,662
+162% +$760K 0.04% 240
2025
Q2 		$470K Sell
4,739
-76
-2% -$7.45K 0.02% 314
2025
Q1 		$476K Sell
4,815
-1,904
-28% -$186K 0.02% 274
2024
Q4 		$651K Sell
6,719
-149
-2% -$14.7K 0.03% 246
2024
Q3 		$696K Buy
6,868
+2,104
+44% +$210K 0.05% 218
2024
Q2 		$462K Sell
4,764
-1,356
-22% -$131K 0.04% 235
2024
Q1 		$599K Buy
6,120
+1,563
+34% +$153K 0.05% 209
2023
Q4 		$452K Buy
4,557
+1,525
+50% +$145K 0.04% 218
2023
Q3 		$285K Buy
+3,032
New +$292K 0.03% 243
2023
Q2 		– Sell
-2,395
Closed -$239K – 290
2023
Q1 		$239K Sell
2,395
-851
-26% -$84.1K 0.04% 243
2022
Q4 		$315K Buy
+3,246
New +$314K 0.05% 194
2020
Q1 		– Sell
-804
Closed -$90K – 118
2019
Q4 		$90K Buy
+804
New +$90.6K 0.05% 157

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

Americana Partners's AGG Position: Q2 2026 in Review

Americana Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q2 2026, buying an estimated $25.9K and bringing the position to 13,727 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #280.

Americana Partners first reported a position in AGG in Q4 2019 and has held it in 15 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Americana Partners held 13,727 shares of iShares Core US Aggregate Bond ETF worth $1.36M as of Q2 2026.
  • Americana Partners bought 262 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $25.9K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Americana Partners's portfolio in Q2 2026, its #280 holding.
  • Americana Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.