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Brooklyn Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Brooklyn Investment 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
Q1 		$98.3M Buy
990,271
+326,359
+49% +$32.7M 3.07% 3
2025
Q4 		$66.5M Buy
663,912
+525,753
+381% +$52.8M 3.07% 4
2025
Q3 		$13.7M Sell
138,159
-4,535
-3% -$450K 1.84% 6
2025
Q2 		$14.2M Buy
142,694
+132,528
+1,304% +$13M 1.86% 6
2025
Q1 		$1.01M Buy
10,166
+10,161
+203,220% +$993K 0.22% 92
2024
Q4 		$485 Buy
+5
New +$492 ﹤0.01% 1717

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brooklyn Investment Group's AGG Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q1 2026, buying an estimated $32.7M and bringing the position to 990,271 shares worth $98.3M. The position accounts for 3.07% of the portfolio, ranked #3.

Brooklyn Investment Group first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Brooklyn Investment Group held 990,271 shares of iShares Core US Aggregate Bond ETF worth $98.3M as of Q1 2026.
  • Brooklyn Investment Group bought 326,359 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $32.7M.
  • iShares Core US Aggregate Bond ETF made up 3.07% of Brooklyn Investment Group's portfolio in Q1 2026, its #3 holding.
  • Brooklyn Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.