BG Investment Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BG Investment Services’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	$451K	Sell	4,556 -177	-4%	-$17.5K	0.32%	37
2026 Q1	$470K	Buy	4,733 +21	+0.4%	+$2.1K	0.39%	36
2025 Q4	$471K	Buy	4,712 +200	+4%	+$20.1K	0.42%	34
2025 Q3	$452K	Sell	4,512 -11,761	-72%	-$1.17M	0.45%	32
2025 Q2	$1.61M	Sell	16,273 -3,516	-18%	-$345K	2.02%	14
2025 Q1	$1.96M	Sell	19,789 -30,776	-61%	-$3.01M	2.11%	11
2024 Q4	$4.9M	Buy	+50,565	New	+$4.98M	4.93%	6
2022 Q4	$16M	Buy	164,629 +4,506	+3%	+$436K	17.41%	3
2022 Q3	$15.4M	Sell	160,123 -7,524	-4%	-$761K	18.76%	3
2022 Q2	$17M	Sell	167,647 -1,451	-0.9%	-$149K	18.79%	3
2022 Q1	$18.1M	Buy	169,098 +17,657	+12%	+$1.94M	17.71%	3
2021 Q4	$17.3M	Buy	+151,441	New	+$17.3M	15.57%	3

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

BG Investment Services's AGG Position: Q2 2026 in Review

BG Investment Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, selling an estimated $17.5K and leaving 4,556 shares worth $451K. The position accounts for 0.32% of the portfolio, ranked #37.

BG Investment Services first reported a position in AGG in Q4 2021 and has held it in 12 quarters since. The position peaked at $18.1M in Q1 2022. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

BG Investment Services held 4,556 shares of iShares Core US Aggregate Bond ETF worth $451K as of Q2 2026.
BG Investment Services sold 177 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17.5K.
iShares Core US Aggregate Bond ETF made up 0.32% of BG Investment Services's portfolio in Q2 2026, its #37 holding.
BG Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 12 quarters since.
BG Investment Services's iShares Core US Aggregate Bond ETF position peaked at $18.1M in Q1 2022.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.