EH
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Equitable Holdings’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Equitable Holdings’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 		$54M Buy
545,101
+12,127
+2% +$1.2M 0.32% 65
2026
Q1 		$53.2M Buy
532,974
+34,777
+7% +$3.48M 0.34% 63
2025
Q4 		$49.8M Buy
498,197
+86,886
+21% +$8.72M 0.34% 65
2025
Q3 		$41.2M Buy
411,311
+7,405
+2% +$735K 0.3% 75
2025
Q2 		$40.1M Buy
403,906
+7,164
+2% +$702K 0.33% 65
2025
Q1 		$39.2M Sell
396,742
-33,312
-8% -$3.26M 0.37% 59
2024
Q4 		$41.7M Sell
430,054
-50,115
-10% -$4.94M 0.4% 53
2024
Q3 		$48.6M Buy
480,169
+11,691
+2% +$1.17M 0.47% 46
2024
Q2 		$45.5M Buy
468,478
+86,719
+23% +$8.37M 0.48% 45
2024
Q1 		$37.4M Buy
381,759
+6,365
+2% +$623K 0.42% 50
2023
Q4 		$37.3M Buy
375,394
+86,503
+30% +$8.23M 0.46% 52
2023
Q3 		$27.2M Buy
288,891
+3,104
+1% +$299K 0.39% 57
2023
Q2 		$28M Buy
285,787
+39,590
+16% +$3.91M 0.4% 56
2023
Q1 		$24.5M Sell
246,197
-43,931
-15% -$4.34M 0.39% 58
2022
Q4 		$28.1M Buy
290,128
+64,494
+29% +$6.24M 0.49% 50
2022
Q3 		$21.7M Buy
225,634
+19,763
+10% +$2M 0.42% 54
2022
Q2 		$20.9M Buy
205,871
+1,182
+0.6% +$121K 0.4% 57
2022
Q1 		$21.9M Sell
204,689
-33,219
-14% -$3.66M 0.36% 57
2021
Q4 		$27.1M Buy
237,908
+12,228
+5% +$1.4M 0.43% 45
2021
Q3 		$25.9M Buy
225,680
+14,803
+7% +$1.72M 0.44% 45
2021
Q2 		$24.3M Sell
210,877
-6,778
-3% -$777K 0.42% 45
2021
Q1 		$24.8M Buy
217,655
+4,240
+2% +$491K 0.52% 43
2020
Q4 		$25.2M Buy
213,415
+23,169
+12% +$2.73M 0.57% 39
2020
Q3 		$22.5M Buy
190,246
+15,081
+9% +$1.79M 0.58% 39
2020
Q2 		$20.7M Buy
175,165
+32,428
+23% +$3.8M 0.6% 37
2020
Q1 		$16.5M Sell
142,737
-17,775
-11% -$2.03M 0.59% 38
2019
Q4 		$18M Buy
+160,512
New +$18.1M 0.53% 40

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

Equitable Holdings's AGG Position: Q2 2026 in Review

Equitable Holdings increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.3% in Q2 2026, buying an estimated $1.2M and bringing the position to 545,101 shares worth $54M. The position accounts for 0.32% of the portfolio, ranked #65.

Equitable Holdings first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Equitable Holdings held 545,101 shares of iShares Core US Aggregate Bond ETF worth $54M as of Q2 2026.
  • Equitable Holdings bought 12,127 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Equitable Holdings's portfolio in Q2 2026, its #65 holding.
  • Equitable Holdings first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.