Analyst IMS Investment Management Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Analyst IMS Investment Management 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	$2.21M	Buy	+22,381	New	+$2.21M	0.05%	68
2018 Q4	–	Sell	-8,312	Closed	-$878K	–	101
2018 Q3	$878K	Buy	8,312 +667	+9%	+$70.8K	0.14%	61
2018 Q2	$812K	Buy	7,645 +488	+7%	+$51.7K	0.25%	66
2018 Q1	$768K	Sell	7,157 -6,677	-48%	-$717K	0.24%	68
2017 Q4	$1.51M	Buy	13,834 +897	+7%	+$98.1K	0.46%	42
2017 Q3	$1.42M	Buy	12,937 +1,494	+13%	+$164K	0.47%	45
2017 Q2	$1.25M	Buy	11,443 +1,636	+17%	+$179K	0.45%	48
2017 Q1	$1.06M	Buy	9,807 +876	+10%	+$94.8K	0.42%	54
2016 Q4	$965K	Buy	+8,931	New	+$978K	0.42%	55

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

Analyst IMS Investment Management Services's AGG Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 22,381 shares worth $2.21M. The stake represents 0.05% of the portfolio and ranks #68 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in AGG as recently as Q3 2018.

Analyst IMS Investment Management Services first reported a position in AGG in Q4 2016 and has held it in 9 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Analyst IMS Investment Management Services held 22,381 shares of iShares Core US Aggregate Bond ETF worth $2.21M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.05% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #68 holding.
Analyst IMS Investment Management Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 9 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.