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

Chicago Partners 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
Q2 		$8.56M Sell
87,947
-14,081
-14% -$1.39M 0.17% 104
2026
Q1 		$10.2M Buy
102,028
+7,265
+8% +$727K 0.23% 83
2025
Q4 		$9.49M Buy
94,763
+11,748
+14% +$1.18M 0.23% 81
2025
Q3 		$8.41M Sell
83,015
-317
-0.4% -$31.5K 0.22% 87
2025
Q2 		$8.2M Sell
83,332
-32,926
-28% -$3.23M 0.24% 85
2025
Q1 		$11.4M Sell
116,258
-94
-0.1% -$9.19K 0.38% 60
2024
Q4 		$11.2M Buy
116,352
+13,374
+13% +$1.32M 0.37% 60
2024
Q3 		$10.2M Buy
102,978
+1,647
+2% +$164K 0.36% 65
2024
Q2 		$9.99M Buy
101,331
+449
+0.4% +$43.3K 0.39% 60
2024
Q1 		$9.65M Buy
100,882
+4,375
+5% +$428K 0.41% 56
2023
Q4 		$9.43M Sell
96,507
-10,441
-10% -$994K 0.44% 53
2023
Q3 		$9.88M Buy
106,948
+9,967
+10% +$960K 0.53% 42
2023
Q2 		$9.36M Buy
96,981
+54,423
+128% +$5.38M 0.49% 45
2023
Q1 		$4.24M Buy
42,558
+3,020
+8% +$298K 0.25% 95
2022
Q4 		$3.92M Buy
39,538
+15,421
+64% +$1.49M 0.24% 97
2022
Q3 		$2.27M Buy
24,117
+1,554
+7% +$157K 0.16% 128
2022
Q2 		$2.35M Buy
22,563
+20,475
+981% +$2.1M 0.17% 119
2022
Q1 		$214K Sell
2,088
-36,515
-95% -$4.02M 0.02% 502
2021
Q4 		$4.23M Sell
38,603
-648
-2% -$74.1K 0.3% 72
2021
Q3 		$4.49M Sell
39,251
-6,505
-14% -$754K 0.31% 66
2021
Q2 		$5.31M Sell
45,756
-968
-2% -$111K 0.39% 61
2021
Q1 		$5.36M Sell
46,724
-22,114
-32% -$2.56M 0.44% 55
2020
Q4 		$8.07M Buy
68,838
+62,520
+990% +$7.36M 0.77% 33
2020
Q3 		$740K Buy
6,318
+984
+18% +$117K 0.09% 175
2020
Q2 		$636K Buy
5,334
+3,156
+145% +$369K 0.08% 185
2020
Q1 		$255K Buy
2,178
+4
+0.2% +$456 0.04% 280
2019
Q4 		$246K Buy
+2,174
New +$245K 0.03% 310
2018
Q4 		– Sell
-603
Closed -$63K – 328
2018
Q3 		$63K Buy
603
+5
+0.8% +$530 0.01% 487
2018
Q2 		$64K Buy
598
+83
+16% +$8.8K 0.01% 444
2018
Q1 		$55K Buy
515
+3
+0.6% +$322 0.01% 436
2017
Q4 		$56K Sell
512
-292
-36% -$31.9K 0.01% 432
2017
Q3 		$88K Buy
+804
New +$88.3K 0.02% 361
2017
Q2 		– Sell
-503
Closed -$55K – 634
2017
Q1 		$55K Buy
503
+2
+0.4% +$216 0.02% 306
2016
Q4 		$54K Buy
501
+4
+0.8% +$438 0.02% 287
2016
Q3 		$56K Buy
497
+3
+0.6% +$337 0.02% 285
2016
Q2 		$56K Buy
494
+3
+0.6% +$333 0.03% 240
2016
Q1 		$54K Sell
491
-230
-32% -$25.2K 0.03% 222
2015
Q4 		$78K Sell
721
-830
-54% -$90.3K 0.04% 249
2015
Q3 		$170K Buy
1,551
+10
+0.6% +$1.09K 0.09% 143
2015
Q2 		$168K Sell
1,541
-10
-0.6% -$1.1K 0.08% 149
2015
Q1 		$171K Buy
1,551
+28
+2% +$3.11K 0.08% 140
2014
Q4 		$168K Buy
+1,523
New +$168K 0.07% 135

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Chicago Partners Investment Group's AGG Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, selling an estimated $1.39M and leaving 87,947 shares worth $8.56M. The position accounts for 0.17% of the portfolio, ranked #104.

Chicago Partners Investment Group first reported a position in AGG in Q4 2014 and has held it in 42 quarters since. The position peaked at $11.4M in Q1 2025. 996 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Chicago Partners Investment Group held 87,947 shares of iShares Core US Aggregate Bond ETF worth $8.56M as of Q2 2026.
  • Chicago Partners Investment Group sold 14,081 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.39M.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Chicago Partners Investment Group's portfolio in Q2 2026, its #104 holding.
  • Chicago Partners Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 42 quarters since.
  • Chicago Partners Investment Group's iShares Core US Aggregate Bond ETF position peaked at $11.4M in Q1 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.