Amtrust Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Amtrust Financial Services’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	$9.76M	Hold	98,560	–	–	2.9%	5
2026 Q1	$9.78M	Hold	98,560	–	–	3.26%	5
2025 Q4	$9.84M	Hold	98,560	–	–	3.12%	6
2025 Q3	$9.88M	Hold	98,560	–	–	3.29%	5
2025 Q2	$9.78M	Hold	98,560	–	–	3.47%	5
2025 Q1	$9.75M	Hold	98,560	–	–	4.7%	5
2024 Q4	$9.55M	Hold	98,560	–	–	4.31%	5
2024 Q3	$9.98M	Hold	98,560	–	–	4.6%	5
2024 Q2	$9.57M	Hold	98,560	–	–	4.65%	5
2024 Q1	$9.65M	Hold	98,560	–	–	4.83%	5
2023 Q4	$9.78M	Hold	98,560	–	–	5.28%	5
2023 Q3	$9.27M	Hold	98,560	–	–	5.5%	4
2023 Q2	$9.65M	Hold	98,560	–	–	5.4%	4
2023 Q1	$9.82M	Hold	98,560	–	–	5.11%	4
2022 Q4	$9.56M	Hold	98,560	–	–	4.57%	5
2022 Q3	$9.49M	Hold	98,560	–	–	4.59%	6
2022 Q2	$10M	Sell	98,560 -237,000	-71%	-$24.4M	4.6%	6
2022 Q1	$35.9M	Hold	335,560	–	–	13.13%	3
2021 Q4	$38.3M	Hold	335,560	–	–	18.34%	2
2021 Q3	$38.5M	Hold	335,560	–	–	37.46%	1
2021 Q2	$38.7M	Hold	335,560	–	–	28.16%	1
2021 Q1	$38.2M	Hold	335,560	–	–	24.24%	1
2020 Q4	$39.7M	Buy	+335,560	New	+$39.5M	19.3%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amtrust Financial Services's AGG Position: Q2 2026 in Review

Amtrust Financial Services held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 98,560 shares worth $9.76M. The position accounts for 2.9% of the portfolio, ranked #5.

Amtrust Financial Services first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $39.7M in Q4 2020. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Amtrust Financial Services held 98,560 shares of iShares Core US Aggregate Bond ETF worth $9.76M as of Q2 2026.
Amtrust Financial Services left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 2.9% of Amtrust Financial Services's portfolio in Q2 2026, its #5 holding.
Amtrust Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Amtrust Financial Services's iShares Core US Aggregate Bond ETF position peaked at $39.7M in Q4 2020.
2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Amtrust Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.