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

Edgestream 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 		$9.88M Buy
99,843
+85,051
+575% +$8.42M 0.29% 63
2026
Q1 		$1.47M Sell
14,792
-68,007
-82% -$6.8M 0.05% 564
2025
Q4 		$8.27M Sell
82,799
-11,533
-12% -$1.16M 0.23% 103
2025
Q3 		$9.46M Buy
94,332
+84,548
+864% +$8.39M 0.28% 78
2025
Q2 		$971K Buy
+9,784
New +$959K 0.03% 644
2025
Q1 		– Sell
-2,432
Closed -$236K – 822
2024
Q4 		$236K Sell
2,432
-19,423
-89% -$1.91M 0.01% 796
2024
Q3 		$2.21M Sell
21,855
-16,310
-43% -$1.63M 0.1% 372
2024
Q2 		$3.7M Buy
+38,165
New +$3.68M 0.18% 188
2024
Q1 		– Sell
-11,124
Closed -$1.1M – 792
2023
Q4 		$1.1M Buy
11,124
+7,207
+184% +$686K 0.08% 414
2023
Q3 		$368K Buy
3,917
+1,713
+78% +$165K 0.03% 664
2023
Q2 		$216K Buy
+2,204
New +$218K 0.02% 686

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

Edgestream Partners's AGG Position: Q2 2026 in Review

Edgestream Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 575% in Q2 2026, buying an estimated $8.42M and bringing the position to 99,843 shares worth $9.88M. The position accounts for 0.29% of the portfolio, ranked #63.

Edgestream Partners first reported a position in AGG in Q2 2023 and has held it in 11 quarters since. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Edgestream Partners held 99,843 shares of iShares Core US Aggregate Bond ETF worth $9.88M as of Q2 2026.
  • Edgestream Partners bought 85,051 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.42M.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Edgestream Partners's portfolio in Q2 2026, its #63 holding.
  • Edgestream Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.