Banque Pictet & Cie’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Banque Pictet & Cie’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	$224K	Hold	2,261	–	–	﹤0.01%	317
2026 Q1	$224K	Hold	2,261	–	–	﹤0.01%	365
2025 Q4	$226K	Hold	2,261	–	–	﹤0.01%	394
2025 Q3	$227K	Hold	2,261	–	–	﹤0.01%	382
2025 Q2	$224K	Hold	2,261	–	–	﹤0.01%	351
2025 Q1	$224K	Buy	+2,261	New	+$221K	﹤0.01%	375
2023 Q2	–	Sell	-4,100	Closed	-$409K	–	487
2023 Q1	$409K	Hold	4,100	–	–	﹤0.01%	493
2022 Q4	$398K	Sell	4,100 -27,700	-87%	-$2.68M	﹤0.01%	534
2022 Q3	$3.06M	Sell	31,800 -44,900	-59%	-$4.54M	0.03%	231
2022 Q2	$7.8K	Sell	76,700 -3,850	-5%	-$396K	0.08%	117
2022 Q1	$8.63M	Sell	80,550 -32,680	-29%	-$3.6M	0.07%	135
2021 Q4	$12.9M	Buy	113,230 +1,080	+1%	+$124K	0.1%	107
2021 Q3	$12.9M	Buy	112,150 +10,300	+10%	+$1.19M	0.13%	83
2021 Q2	$11.7M	Buy	101,850 +700	+0.7%	+$80.2K	0.13%	87
2021 Q1	$11.5M	Buy	101,150 +3,200	+3%	+$371K	0.15%	85
2020 Q4	$11.6M	Buy	97,950 +3,100	+3%	+$365K	0.16%	77
2020 Q3	$11.2M	Buy	94,850 +17,970	+23%	+$2.13M	0.17%	72
2020 Q2	$9.09M	Buy	76,880 +43,200	+128%	+$5.06M	0.15%	78
2020 Q1	$3.89M	Sell	33,680 -11,400	-25%	-$1.3M	0.08%	137
2019 Q4	$5.07M	Buy	45,080 +2,420	+6%	+$273K	0.09%	148
2019 Q3	$4.83M	Buy	42,660 +35,430	+490%	+$3.98M	0.09%	140
2019 Q2	$805K	Hold	7,230	–	–	0.01%	231
2019 Q1	$789K	Hold	7,230	–	–	0.02%	230
2018 Q4	$770K	Hold	7,230	–	–	0.02%	236
2018 Q3	$763K	Hold	7,230	–	–	0.01%	257
2018 Q2	$769K	Hold	7,230	–	–	0.02%	242
2018 Q1	$775K	Hold	7,230	–	–	0.02%	254
2017 Q4	$790K	Buy	7,230 +3,130	+76%	+$342K	0.02%	251
2017 Q3	$449K	Hold	4,100	–	–	0.01%	301
2017 Q2	$449K	Buy	+4,100	New	+$448K	0.01%	309
2015 Q1	–	Sell	-12,195	Closed	-$1.34M	–	467
2014 Q4	$1.34M	Sell	12,195 -27,995	-70%	-$3.08M	0.04%	226
2014 Q3	$4.38M	Buy	40,190 +12,225	+44%	+$1.33M	0.11%	137
2014 Q2	$3.06M	Buy	+27,965	New	+$3.04M	0.08%	158

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Banque Pictet & Cie's AGG Position: Q2 2026 in Review

Banque Pictet & Cie held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,261 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Banque Pictet & Cie first reported a position in AGG in Q2 2014 and has held it in 33 quarters since. The position peaked at $12.9M in Q4 2021. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Banque Pictet & Cie held 2,261 shares of iShares Core US Aggregate Bond ETF worth $224K as of Q2 2026.
Banque Pictet & Cie left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Banque Pictet & Cie's portfolio in Q2 2026, its #317 holding.
Banque Pictet & Cie first reported a position in iShares Core US Aggregate Bond ETF in Q2 2014 and has held it in 33 quarters since.
Banque Pictet & Cie's iShares Core US Aggregate Bond ETF position peaked at $12.9M in Q4 2021.
723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.