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CX Institutional’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CX Institutional’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 		$8.58M Buy
86,726
+24,198
+39% +$2.39M 0.25% 95
2026
Q1 		$6.21M Sell
62,528
-41,142
-40% -$4.12M 0.19% 128
2025
Q4 		$10.4M Sell
103,670
-53,821
-34% -$5.4M 0.31% 73
2025
Q3 		$15.8M Buy
157,491
+105,924
+205% +$10.5M 0.48% 43
2025
Q2 		$5.12M Sell
51,567
-21,612
-30% -$2.12M 0.18% 135
2025
Q1 		$7.24M Buy
73,179
+50,449
+222% +$4.93M 0.27% 85
2024
Q4 		$2.2M Buy
22,730
+4,033
+22% +$397K 0.09% 169
2024
Q3 		$1.89M Sell
18,697
-181
-1% -$18.1K 0.08% 202
2024
Q2 		$1.83M Sell
18,878
-677
-3% -$65.4K 0.09% 201
2024
Q1 		$1.91M Sell
19,555
-6,581
-25% -$644K 0.09% 198
2023
Q4 		$2.59M Buy
+26,136
New +$2.49M 0.14% 180
2023
Q2 		– Sell
-5,386
Closed -$537K – 508
2023
Q1 		$537K Buy
5,386
+1,819
+51% +$180K 0.03% 344
2022
Q4 		$346K Sell
3,567
-955
-21% -$92.4K 0.02% 413
2022
Q3 		$436K Sell
4,522
-17,330
-79% -$1.75M 0.03% 352
2022
Q2 		$2.22M Sell
21,852
-24,250
-53% -$2.49M 0.17% 155
2022
Q1 		$4.94M Sell
46,102
-716
-2% -$78.8K 0.4% 64
2021
Q4 		$5.34M Buy
46,818
+1,947
+4% +$223K 0.42% 67
2021
Q3 		$5.15M Buy
44,871
+13,592
+43% +$1.58M 0.42% 64
2021
Q2 		$3.61M Sell
31,279
-2,487
-7% -$285K 0.3% 94
2021
Q1 		$3.84M Sell
33,766
-795
-2% -$92.1K 0.34% 88
2020
Q4 		$4.08M Sell
34,561
-5,926
-15% -$698K 0.39% 64
2020
Q3 		$4.78M Buy
40,487
+5,208
+15% +$618K 0.52% 53
2020
Q2 		$4.16M Buy
35,279
+3,748
+12% +$439K 0.55% 39
2020
Q1 		$3.64M Buy
31,531
+18,227
+137% +$2.08M 0.59% 37
2019
Q4 		$1.5M Sell
13,304
-117
-0.9% -$13.2K 0.26% 83
2019
Q3 		$1.52M Sell
13,421
-660
-5% -$74.2K 0.25% 98
2019
Q2 		$1.57M Sell
14,081
-28,758
-67% -$3.14M 0.25% 90
2019
Q1 		$4.67M Buy
42,839
+19,392
+83% +$2.08M 0.82% 36
2018
Q4 		$2.5M Buy
23,447
+11,411
+95% +$1.2M 0.53% 43
2018
Q3 		$1.27M Sell
12,036
-7,280
-38% -$772K 0.42% 76
2018
Q2 		$2.05M Buy
+19,316
New +$2.05M 0.76% 45

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

CX Institutional's AGG Position: Q2 2026 in Review

CX Institutional increased its iShares Core US Aggregate Bond ETF (AGG) stake by 39% in Q2 2026, buying an estimated $2.39M and bringing the position to 86,726 shares worth $8.58M. The position accounts for 0.25% of the portfolio, ranked #95.

CX Institutional first reported a position in AGG in Q2 2018 and has held it in 31 quarters since. The position peaked at $15.8M in Q3 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CX Institutional held 86,726 shares of iShares Core US Aggregate Bond ETF worth $8.58M as of Q2 2026.
  • CX Institutional bought 24,198 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.39M.
  • iShares Core US Aggregate Bond ETF made up 0.25% of CX Institutional's portfolio in Q2 2026, its #95 holding.
  • CX Institutional first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 31 quarters since.
  • CX Institutional's iShares Core US Aggregate Bond ETF position peaked at $15.8M in Q3 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.