Baron Silver Stevens Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Baron Silver Stevens Financial 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	$45.2M	Buy	456,728 +31,353	+7%	+$3.1M	5.72%	5
2026 Q1	$42.2M	Buy	425,375 +36,497	+9%	+$3.65M	6.13%	5
2025 Q4	$38.8M	Buy	388,878 +15,294	+4%	+$1.53M	5.61%	6
2025 Q3	$37.5M	Buy	373,584 +14,935	+4%	+$1.48M	5.48%	6
2025 Q2	$35.6M	Buy	358,649 +12,769	+4%	+$1.25M	5.7%	5
2025 Q1	$34.2M	Buy	345,880 +4,085	+1%	+$399K	5.99%	5
2024 Q4	$33.1M	Buy	341,795 +14,374	+4%	+$1.42M	5.62%	5
2024 Q3	$33.2M	Buy	327,421 +19,909	+6%	+$1.99M	5.79%	5
2024 Q2	$29.9M	Buy	307,512 +17,104	+6%	+$1.65M	5.66%	5
2024 Q1	$28.4M	Buy	290,408 +12,340	+4%	+$1.21M	5.5%	6
2023 Q4	$27.6M	Buy	278,068 +3,766	+1%	+$358K	5.79%	5
2023 Q3	$25.8M	Buy	274,302 +82,570	+43%	+$7.95M	5.84%	5
2023 Q2	$18.8M	Buy	191,732 +56,164	+41%	+$5.55M	4.12%	7
2023 Q1	$13.5M	Sell	135,568 -20,170	-13%	-$1.99M	3.52%	10
2022 Q4	$15.1M	Sell	155,738 -17,617	-10%	-$1.7M	3.72%	10
2022 Q3	$14.7M	Sell	173,355 -4,856	-3%	-$491K	3.99%	9
2022 Q2	$18.1M	Buy	178,211 +18,478	+12%	+$1.9M	4.69%	7
2022 Q1	$17.1M	Sell	159,733 -3,169	-2%	-$349K	4.01%	9
2021 Q4	$18.6M	Buy	162,902 +23,802	+17%	+$2.72M	4.4%	9
2021 Q3	$16M	Buy	139,100 +41,261	+42%	+$4.78M	4.26%	10
2021 Q2	$11.3M	Buy	97,839 +70,433	+257%	+$8.07M	3.06%	11
2021 Q1	$3.12M	Buy	27,406 +23,369	+579%	+$2.71M	1.7%	11
2020 Q4	$477K	Buy	+4,037	New	+$476K	0.16%	37

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

Baron Silver Stevens Financial Advisors's AGG Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.4% in Q2 2026, buying an estimated $3.1M and bringing the position to 456,728 shares worth $45.2M. The position accounts for 5.72% of the portfolio, ranked #5.

Baron Silver Stevens Financial Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Baron Silver Stevens Financial Advisors held 456,728 shares of iShares Core US Aggregate Bond ETF worth $45.2M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 31,353 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.1M.
iShares Core US Aggregate Bond ETF made up 5.72% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #5 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.