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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
Q2 		– Sell
-99,128
Closed -$9.84M – 133
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 $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

Cercano Management's AGG Position: Q2 2026 in Review

Cercano Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 99,128 shares — an estimated $9.84M sold.

Cercano Management first reported a position in AGG in Q4 2024 and held it in 6 quarters. The position peaked at $15.2M in Q3 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cercano Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cercano Management sold 99,128 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.84M.
  • Cercano Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
  • Cercano Management's iShares Core US Aggregate Bond ETF position peaked at $15.2M in Q3 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.