Baird Financial Group
AGG icon

Baird Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Baird Financial Group’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
Q1 		$38.5M Sell
388,261
-19,526
-5% -$1.95M 0.06% 213
2025
Q4 		$40.7M Buy
407,787
+36,487
+10% +$3.66M 0.06% 200
2025
Q3 		$37.2M Sell
371,300
-57,682
-13% -$5.72M 0.06% 228
2025
Q2 		$42.6M Sell
428,982
-33
-0% -$3.23K 0.07% 219
2025
Q1 		$42.4M Buy
429,015
+4,298
+1% +$420K 0.08% 203
2024
Q4 		$41.2M Sell
424,717
-5,526
-1% -$544K 0.08% 226
2024
Q3 		$43.6M Sell
430,243
-113,527
-21% -$11.3M 0.08% 222
2024
Q2 		$52.8M Buy
543,770
+53,876
+11% +$5.2M 0.11% 187
2024
Q1 		$48M Sell
489,894
-426,246
-47% -$41.7M 0.1% 205
2023
Q4 		$90.9M Buy
916,140
+536,151
+141% +$51M 0.21% 112
2023
Q3 		$35.7M Sell
379,989
-12,881
-3% -$1.24M 0.1% 205
2023
Q2 		$38.5M Buy
392,870
+45,717
+13% +$4.52M 0.1% 200
2023
Q1 		$34.6M Buy
347,153
+1,171
+0.3% +$116K 0.09% 225
2022
Q4 		$33.6M Sell
345,982
-258
-0.1% -$25K 0.09% 222
2022
Q3 		$33.4M Sell
346,240
-1,166,469
-77% -$118M 0.1% 217
2022
Q2 		$154M Buy
1,512,709
+95,923
+7% +$9.86M 0.43% 49
2022
Q1 		$152M Buy
1,416,786
+80,107
+6% +$8.82M 0.38% 54
2021
Q4 		$152M Buy
1,336,679
+55,880
+4% +$6.39M 0.36% 59
2021
Q3 		$147M Buy
1,280,799
+151,609
+13% +$17.6M 0.38% 54
2021
Q2 		$130M Buy
1,129,190
+29,999
+3% +$3.44M 0.34% 61
2021
Q1 		$125M Buy
1,099,191
+78,979
+8% +$9.15M 0.35% 59
2020
Q4 		$121M Buy
1,020,212
+20,315
+2% +$2.39M 0.36% 55
2020
Q3 		$118M Buy
999,897
+167,848
+20% +$19.9M 0.4% 50
2020
Q2 		$98.4M Buy
832,049
+131,479
+19% +$15.4M 0.37% 54
2020
Q1 		$80.8M Buy
700,570
+9,673
+1% +$1.1M 0.37% 55
2019
Q4 		$77.6M Sell
690,897
-9,321
-1% -$1.05M 0.28% 85
2019
Q3 		$79.2M Buy
700,218
+69,091
+11% +$7.77M 0.31% 70
2019
Q2 		$70.3M Buy
631,127
+145,095
+30% +$15.9M 0.27% 84
2019
Q1 		$53M Buy
486,032
+34,432
+8% +$3.69M 0.31% 87
2018
Q4 		$48.1M Sell
451,600
-55,617
-11% -$5.83M 0.33% 82
2018
Q3 		$53.4M Buy
507,217
+22,768
+5% +$2.42M 0.33% 79
2018
Q2 		$51.5M Buy
484,449
+49,692
+11% +$5.27M 0.35% 69
2018
Q1 		$46.6M Sell
434,757
-35,493
-8% -$3.81M 0.33% 80
2017
Q4 		$51.4M Buy
470,250
+164,368
+54% +$18M 0.36% 71
2017
Q3 		$33.5M Buy
305,882
+8,063
+3% +$885K 0.25% 126
2017
Q2 		$32.6M Buy
297,819
+33,938
+13% +$3.71M 0.26% 124
2017
Q1 		$28.6M Sell
263,881
-6,670
-2% -$722K 0.23% 130
2016
Q4 		$29.2M Sell
270,551
-4,312
-2% -$472K 0.25% 120
2016
Q3 		$30.9M Buy
274,863
+8,885
+3% +$999K 0.28% 103
2016
Q2 		$30M Buy
265,978
+35,273
+15% +$3.92M 0.27% 106
2016
Q1 		$25.6M Buy
230,705
+74,504
+48% +$8.15M 0.24% 124
2015
Q4 		$16.9M Buy
156,201
+79,638
+104% +$8.67M 0.17% 164
2015
Q3 		$8.39M Sell
76,563
-20,963
-21% -$2.29M 0.09% 226
2015
Q2 		$10.6M Buy
+97,526
New +$10.7M 0.1% 206

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Baird Financial Group's AGG Position: Q1 2026 in Review

Baird Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q1 2026, selling an estimated $1.95M and leaving 388,261 shares worth $38.5M. The position accounts for 0.06% of the portfolio, ranked #213.

Baird Financial Group first reported a position in AGG in Q2 2015 and has held it in 44 quarters since. The position peaked at $154M in Q2 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Baird Financial Group held 388,261 shares of iShares Core US Aggregate Bond ETF worth $38.5M as of Q1 2026.
  • Baird Financial Group sold 19,526 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.95M.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Baird Financial Group's portfolio in Q1 2026, its #213 holding.
  • Baird Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's iShares Core US Aggregate Bond ETF position peaked at $154M in Q2 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.