Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bank Julius Baer & Co’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 		$2.36M Sell
23,807
-250
-1% -$25K 0.01% 295
2025
Q4 		$2.4M Buy
24,057
+17,882
+290% +$1.79M 0.01% 306
2025
Q3 		$619K Hold
6,175
– – ﹤0.01% 401
2025
Q2 		$613K Hold
6,175
– – ﹤0.01% 360
2025
Q1 		$611K Buy
6,175
+347
+6% +$33.9K ﹤0.01% 347
2024
Q4 		$623K Buy
5,828
+403
+7% +$39.7K ﹤0.01% 338
2024
Q3 		$651K Sell
5,425
-12,269
-69% -$1.22M ﹤0.01% 313
2024
Q2 		$1.91M Sell
17,694
-1,997
-10% -$193K 0.01% 213
2024
Q1 		$1.93M Buy
19,691
+11,383
+137% +$1.11M 0.01% 231
2023
Q4 		$825K Buy
8,308
+1,045
+14% +$99.4K ﹤0.01% 293
2023
Q3 		$683K Buy
7,263
+220
+3% +$21.2K ﹤0.01% 292
2023
Q2 		$690K Sell
7,043
-132
-2% -$13K ﹤0.01% 305
2023
Q1 		$715K Sell
7,175
-12,987
-64% -$1.28M ﹤0.01% 307
2022
Q4 		$1.96M Buy
20,162
+13,100
+185% +$1.27M 0.01% 207
2022
Q3 		$680K Sell
7,062
-113
-2% -$11.4K 0.01% 303
2022
Q2 		$730K Hold
7,175
– – 0.01% 308
2022
Q1 		$768K Sell
7,175
-1,865
-21% -$205K ﹤0.01% 311
2021
Q4 		$1.03M Sell
9,040
-30,935
-77% -$3.54M 0.01% 350
2021
Q3 		$4.59M Sell
39,975
-8,755
-18% -$1.01M 0.03% 201
2021
Q2 		$5.62M Buy
48,730
+17,679
+57% +$2.03M 0.04% 209
2021
Q1 		$3.54M Sell
31,051
-68,340
-69% -$7.91M 0.03% 221
2020
Q4 		$11.7M Buy
99,391
+88,916
+849% +$10.5M 0.1% 133
2020
Q3 		$1.24M Buy
10,475
+6,818
+186% +$809K 0.01% 272
2020
Q2 		$432K Sell
3,657
-222
-6% -$26K 0.01% 379
2020
Q1 		$388K Buy
+3,879
New +$442K 0.01% 340

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 $6.73T AUM 46.02% 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 $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

Bank Julius Baer & Co's AGG Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q1 2026, selling an estimated $25K and leaving 23,807 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #295.

Bank Julius Baer & Co first reported a position in AGG in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.7M in Q4 2020. 2,076 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Bank Julius Baer & Co held 23,807 shares of iShares Core US Aggregate Bond ETF worth $2.36M as of Q1 2026.
  • Bank Julius Baer & Co sold 250 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $25K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #295 holding.
  • Bank Julius Baer & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's iShares Core US Aggregate Bond ETF position peaked at $11.7M in Q4 2020.
  • 2,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.