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AssuredPartners Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AssuredPartners Investment Advisors’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 		$497K Buy
+5,020
New +$497K 0.05% 261
2025
Q2 		– Sell
-2,341
Closed -$232K – 244
2025
Q1 		$232K Sell
2,341
-689
-23% -$67.4K 0.04% 296
2024
Q4 		$294K Buy
+3,030
New +$298K 0.06% 277

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 22.9% 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

AssuredPartners Investment Advisors's AGG Position: Q2 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 5,020 shares worth $497K. The stake represents 0.05% of the portfolio and ranks #261 among its holdings. This is a return to the name: AssuredPartners Investment Advisors previously reported a position in AGG as recently as Q1 2025.

AssuredPartners Investment Advisors first reported a position in AGG in Q4 2024 and has held it in 3 quarters since. 2,099 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • AssuredPartners Investment Advisors held 5,020 shares of iShares Core US Aggregate Bond ETF worth $497K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new AssuredPartners Investment Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #261 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,099 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.