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Cerity Partners Retirement Plan Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cerity Partners Retirement Plan Advisors’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 		$3.46M Buy
+34,949
New +$3.46M 1.45% 9

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

Cerity Partners Retirement Plan Advisors's AGG Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 34,949 shares worth $3.46M. The stake represents 1.45% of the portfolio and ranks #9 among its holdings.

2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors held 34,949 shares of iShares Core US Aggregate Bond ETF worth $3.46M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Cerity Partners Retirement Plan Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 1.45% of Cerity Partners Retirement Plan Advisors's portfolio in Q2 2026, its #9 holding.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cerity Partners Retirement Plan Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.