Cerity Partners
AGG icon

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

Cerity Partners’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 		$982M Buy
9,922,031
+1,019,260
+11% +$101M 1.19% 13
2026
Q1 		$884M Buy
8,902,771
+910,968
+11% +$91.1M 1.25% 14
2025
Q4 		$798M Buy
7,991,803
+970,165
+14% +$97.3M 1.16% 14
2025
Q3 		$704M Buy
7,021,638
+317,285
+5% +$31.5M 1.14% 16
2025
Q2 		$665M Buy
6,704,353
+458,136
+7% +$44.9M 1.19% 13
2025
Q1 		$618M Buy
6,246,217
+398,436
+7% +$39M 1.25% 12
2024
Q4 		$567M Buy
5,847,781
+979,334
+20% +$96.5M 1.23% 11
2024
Q3 		$493M Buy
4,868,447
+1,343,515
+38% +$134M 1.09% 12
2024
Q2 		$342M Buy
3,524,932
+1,633,300
+86% +$158M 0.9% 18
2024
Q1 		$185M Buy
1,891,632
+641,850
+51% +$62.8M 0.49% 38
2023
Q4 		$124M Buy
1,249,782
+326,114
+35% +$31M 0.41% 51
2023
Q3 		$86.9M Buy
923,668
+328,263
+55% +$31.6M 0.42% 55
2023
Q2 		$58.3M Buy
595,405
+271,208
+84% +$26.8M 0.23% 100
2023
Q1 		$32.3M Sell
324,197
-122,063
-27% -$12.1M 0.08% 176
2022
Q4 		$43.8M Buy
446,260
+68,788
+18% +$6.65M 0.28% 85
2022
Q3 		$36.4M Buy
377,472
+41,230
+12% +$4.17M 0.44% 50
2022
Q2 		$34.2M Buy
336,242
+173,220
+106% +$17.8M 0.38% 54
2022
Q1 		$17.2M Buy
163,022
+141,186
+647% +$15.5M 0.27% 76
2021
Q4 		$2.49M Buy
21,836
+15,882
+267% +$1.82M 0.04% 286
2021
Q3 		$684K Hold
5,954
– – 0.02% 416
2021
Q2 		$687K Sell
5,954
-85
-1% -$9.74K 0.02% 417
2021
Q1 		$687K Buy
6,039
+1,329
+28% +$154K 0.02% 393
2020
Q4 		$557K Buy
+4,710
New +$555K 0.02% 393

Other funds holding AGG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners's AGG Position: Q2 2026 in Review

Cerity Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $101M and bringing the position to 9,922,031 shares worth $982M. The position accounts for 1.19% of the portfolio, ranked #13.

Cerity Partners first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. 1,929 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cerity Partners held 9,922,031 shares of iShares Core US Aggregate Bond ETF worth $982M as of Q2 2026.
  • Cerity Partners bought 1,019,260 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $101M.
  • iShares Core US Aggregate Bond ETF made up 1.19% of Cerity Partners's portfolio in Q2 2026, its #13 holding.
  • Cerity Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,929 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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