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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
Q2 		$10.5M Buy
107,489
+37,384
+53% +$3.7M 8.25% 4
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 $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

Continental Investors Services's AGG Position: Q2 2026 in Review

Continental Investors Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 53% in Q2 2026, buying an estimated $3.7M and bringing the position to 107,489 shares worth $10.5M. The position accounts for 8.25% of the portfolio, ranked #4.

Continental Investors Services first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Continental Investors Services held 107,489 shares of iShares Core US Aggregate Bond ETF worth $10.5M as of Q2 2026.
  • Continental Investors Services bought 37,384 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.7M.
  • iShares Core US Aggregate Bond ETF made up 8.25% of Continental Investors Services's portfolio in Q2 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 19 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Continental Investors Services's 13F filing for Q2 2026, filed 13 Aug 2026.