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

Cercano 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
Q1 		$9.84M Sell
99,128
-52,442
-35% -$5.25M 0.42% 48
2025
Q4 		$15.1M Hold
151,570
– – 0.57% 36
2025
Q3 		$15.2M Hold
151,570
– – 0.58% 34
2025
Q2 		$15M Hold
151,570
– – 0.43% 52
2025
Q1 		$15M Hold
151,570
– – 0.44% 47
2024
Q4 		$14.7M Buy
+151,570
New +$14.9M 0.37% 55

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

Cercano Management's AGG Position: Q1 2026 in Review

Cercano Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q1 2026, selling an estimated $5.25M and leaving 99,128 shares worth $9.84M. The position accounts for 0.42% of the portfolio, ranked #48.

Cercano Management first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cercano Management held 99,128 shares of iShares Core US Aggregate Bond ETF worth $9.84M as of Q1 2026.
  • Cercano Management sold 52,442 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $5.25M.
  • iShares Core US Aggregate Bond ETF made up 0.42% of Cercano Management's portfolio in Q1 2026, its #48 holding.
  • Cercano Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Cercano Management's iShares Core US Aggregate Bond ETF position peaked at $15.2M in Q3 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.