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BayBridge Capital Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BayBridge Capital 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
Q2 		$32.4M Buy
327,035
+66,191
+25% +$6.55M 16.87% 1
2026
Q1 		$26.1M Hold
260,844
– – 16.14% 1
2025
Q4 		$26.1M Buy
260,844
+9,575
+4% +$961K 16.14% 1
2025
Q3 		$25.2M Buy
251,269
+4,997
+2% +$496K 16.06% 1
2025
Q2 		$24.4M Buy
246,272
+2,546
+1% +$249K 15.68% 1
2025
Q1 		$24.1M Buy
243,726
+17,399
+8% +$1.7M 17.34% 1
2024
Q4 		$21.9M Sell
226,327
-4,702
-2% -$463K 15.92% 1
2024
Q3 		$23.4M Buy
231,029
+15,897
+7% +$1.59M 16.85% 1
2024
Q2 		$20.9M Buy
215,132
+8,197
+4% +$791K 16.33% 1
2024
Q1 		$19.7M Buy
206,935
+11,416
+6% +$1.12M 17.21% 1
2023
Q4 		$19.4M Buy
+195,519
New +$18.6M 17.98% 1

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 22.96% 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

BayBridge Capital Group's AGG Position: Q2 2026 in Review

BayBridge Capital Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q2 2026, buying an estimated $6.55M and bringing the position to 327,035 shares worth $32.4M. The position accounts for 16.87% of the portfolio, ranked #1.

BayBridge Capital Group first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • BayBridge Capital Group held 327,035 shares of iShares Core US Aggregate Bond ETF worth $32.4M as of Q2 2026.
  • BayBridge Capital Group bought 66,191 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.55M.
  • iShares Core US Aggregate Bond ETF made up 16.87% of BayBridge Capital Group's portfolio in Q2 2026, its #1 holding.
  • BayBridge Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.