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Blue Edge Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blue Edge Capital’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 		$624K Buy
6,302
+950
+18% +$94K 0.07% 92
2026
Q1 		$531K Buy
5,352
+570
+12% +$57K 0.07% 102
2025
Q4 		$478K Buy
+4,782
New +$480K 0.06% 102
2025
Q3 		– Sell
-41,810
Closed -$4.15M – 123
2025
Q2 		$4.15M Buy
+41,810
New +$4.1M 0.62% 41

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

Blue Edge Capital's AGG Position: Q2 2026 in Review

Blue Edge Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $94K and bringing the position to 6,302 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #92.

Blue Edge Capital first reported a position in AGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.15M in Q2 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Blue Edge Capital held 6,302 shares of iShares Core US Aggregate Bond ETF worth $624K as of Q2 2026.
  • Blue Edge Capital bought 950 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $94K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Blue Edge Capital's portfolio in Q2 2026, its #92 holding.
  • Blue Edge Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Blue Edge Capital's iShares Core US Aggregate Bond ETF position peaked at $4.15M in Q2 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.