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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BG Investment Services's AGG Position: Q1 2026 in Review

BG Investment Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.45% in Q1 2026, buying an estimated $2.1K and bringing the position to 4,733 shares worth $470K. The position accounts for 0.39% of the portfolio, ranked #36.

BG Investment Services first reported a position in AGG in Q4 2021 and has held it in 11 quarters since. The position peaked at $18.1M in Q1 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • BG Investment Services held 4,733 shares of iShares Core US Aggregate Bond ETF worth $470K as of Q1 2026.
  • BG Investment Services bought 21 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.1K.
  • iShares Core US Aggregate Bond ETF made up 0.39% of BG Investment Services's portfolio in Q1 2026, its #36 holding.
  • BG Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 11 quarters since.
  • BG Investment Services's iShares Core US Aggregate Bond ETF position peaked at $18.1M in Q1 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.