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WELLINGTON-ALTUS USA INC.’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$5.47M Sell
55,052
-8,948
-14% -$885K 3.89% 4
2026
Q1 		$6.33M Buy
64,000
+30,546
+91% +$3.06M 3.73% 3
2025
Q4 		$3.34M Buy
+33,454
New +$3.36M 2.47% 5

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

WELLINGTON-ALTUS USA INC.'s AGG Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, selling an estimated $885K and leaving 55,052 shares worth $5.47M. The position accounts for 3.89% of the portfolio, ranked #4.

WELLINGTON-ALTUS USA INC. first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.33M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 55,052 shares of iShares Core US Aggregate Bond ETF worth $5.47M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 8,948 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $885K.
  • iShares Core US Aggregate Bond ETF made up 3.89% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #4 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Core US Aggregate Bond ETF position peaked at $6.33M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.