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Continental Investors Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Continental Investors Services’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 		$6.94M Buy
70,105
+23,484
+50% +$2.35M 6.56% 4
2025
Q4 		$4.74M Buy
46,621
+4,924
+12% +$494K 6.11% 2
2025
Q3 		$4.21M Buy
41,697
+7,128
+21% +$707K 6.25% 2
2025
Q2 		$3.45M Buy
34,569
+2,476
+8% +$243K 6.2% 2
2025
Q1 		$3.17M Buy
32,093
+1,159
+4% +$113K 6.3% 1
2024
Q4 		$3M Buy
30,934
+404
+1% +$39.8K 5.94% 2
2024
Q3 		$3.09M Buy
30,530
+793
+3% +$79.1K 6.35% 1
2024
Q2 		$2.89M Buy
29,737
+1,505
+5% +$145K 6.43% 1
2024
Q1 		$2.74M Buy
28,232
+2,989
+12% +$293K 6.48% 1
2023
Q4 		$2.51M Buy
25,243
+1,082
+4% +$103K 6.51% 4
2023
Q3 		$2.27M Sell
24,161
-23,059
-49% -$2.22M 6.88% 4
2023
Q2 		$4.62M Buy
47,220
+24,418
+107% +$2.41M 5.47% 7
2023
Q1 		$2.27M Sell
22,802
-816
-3% -$80.6K 6.43% 6
2022
Q4 		$2.29M Sell
23,618
-398
-2% -$38.5K 7.13% 5
2022
Q3 		$2.31M Buy
24,016
+553
+2% +$55.9K 6.92% 5
2022
Q2 		$2.39M Buy
23,463
+4,134
+21% +$425K 6.97% 5
2022
Q1 		$2.21M Sell
19,329
-3,728
-16% -$410K 5.77% 6
2021
Q4 		$2.47M Buy
+23,057
New +$2.64M 6.58% 4

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

Continental Investors Services's AGG Position: Q1 2026 in Review

Continental Investors Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 50% in Q1 2026, buying an estimated $2.35M and bringing the position to 70,105 shares worth $6.94M. The position accounts for 6.56% of the portfolio, ranked #4.

Continental Investors Services first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Continental Investors Services held 70,105 shares of iShares Core US Aggregate Bond ETF worth $6.94M as of Q1 2026.
  • Continental Investors Services bought 23,484 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.35M.
  • iShares Core US Aggregate Bond ETF made up 6.56% of Continental Investors Services's portfolio in Q1 2026, its #4 holding.
  • Continental Investors Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.