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Becker Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Becker Capital Management’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 		$867K Hold
8,761
– – 0.02% 188
2026
Q1 		$870K Sell
8,761
-8,516
-49% -$852K 0.03% 179
2025
Q4 		$1.73M Sell
17,277
-3,505
-17% -$352K 0.05% 145
2025
Q3 		$2.08M Hold
20,782
– – 0.06% 139
2025
Q2 		$2.06M Sell
20,782
-1,880
-8% -$184K 0.06% 135
2025
Q1 		$2.24M Sell
22,662
-540
-2% -$52.8K 0.07% 132
2024
Q4 		$2.25M Sell
23,202
-1,073
-4% -$106K 0.07% 131
2024
Q3 		$2.46M Buy
24,275
+7,456
+44% +$744K 0.08% 130
2024
Q2 		$1.63M Sell
16,819
-1,685
-9% -$163K 0.06% 137
2024
Q1 		$1.81M Buy
18,504
+365
+2% +$35.7K 0.06% 132
2023
Q4 		$1.8M Sell
18,139
-505
-3% -$48.1K 0.06% 136
2023
Q3 		$1.75M Sell
18,644
-705
-4% -$67.9K 0.07% 130
2023
Q2 		$1.9M Sell
19,349
-1,732
-8% -$171K 0.07% 132
2023
Q1 		$2.1M Buy
+21,081
New +$2.08M 0.08% 126

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 22.9% 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

Becker Capital Management's AGG Position: Q2 2026 in Review

Becker Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 8,761 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #188.

Becker Capital Management first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.46M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Becker Capital Management held 8,761 shares of iShares Core US Aggregate Bond ETF worth $867K as of Q2 2026.
  • Becker Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #188 holding.
  • Becker Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Becker Capital Management's iShares Core US Aggregate Bond ETF position peaked at $2.46M in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.