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F.L. Putnam Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

F.L. Putnam Investment Management’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 		$558K Sell
5,623
-122
-2% -$12.1K 0.01% 447
2026
Q1 		$570K Sell
5,745
-1,773
-24% -$177K 0.01% 395
2025
Q4 		$751K Sell
7,518
-788
-9% -$79.1K 0.01% 361
2025
Q3 		$833K Buy
8,306
+938
+13% +$93.1K 0.01% 344
2025
Q2 		$731K Buy
7,368
+946
+15% +$92.7K 0.01% 348
2025
Q1 		$635K Sell
6,422
-1,367
-18% -$134K 0.01% 371
2024
Q4 		$755K Buy
7,789
+1,757
+29% +$173K 0.01% 353
2024
Q3 		$611K Sell
6,032
-500
-8% -$49.9K 0.01% 399
2024
Q2 		$634K Sell
6,532
-6,792
-51% -$656K 0.01% 376
2024
Q1 		$1.3M Buy
13,324
+2,888
+28% +$283K 0.03% 240
2023
Q4 		$1.04M Sell
10,436
-2,843
-21% -$271K 0.02% 253
2023
Q3 		$1.25M Sell
13,279
-1,129
-8% -$109K 0.03% 248
2023
Q2 		$1.41M Sell
14,408
-3,224
-18% -$319K 0.04% 242
2023
Q1 		$1.76M Sell
17,632
-49,004
-74% -$4.84M 0.06% 195
2022
Q4 		$6.46M Sell
66,636
-31,216
-32% -$3.02M 0.24% 100
2022
Q3 		$9.43M Sell
97,852
-37,994
-28% -$3.84M 0.37% 63
2022
Q2 		$13.8M Sell
135,846
-11,173
-8% -$1.15M 0.51% 49
2022
Q1 		$15.7M Buy
147,019
+1,555
+1% +$171K 0.5% 51
2021
Q4 		$16.6M Sell
145,464
-28,446
-16% -$3.25M 0.51% 50
2021
Q3 		$20M Sell
173,910
-15,382
-8% -$1.78M 0.68% 42
2021
Q2 		$21.8M Buy
+189,292
New +$21.7M 0.75% 39

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

F.L. Putnam Investment Management's AGG Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q2 2026, selling an estimated $12.1K and leaving 5,623 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #447.

F.L. Putnam Investment Management first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.8M in Q2 2021. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • F.L. Putnam Investment Management held 5,623 shares of iShares Core US Aggregate Bond ETF worth $558K as of Q2 2026.
  • F.L. Putnam Investment Management sold 122 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #447 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • F.L. Putnam Investment Management's iShares Core US Aggregate Bond ETF position peaked at $21.8M in Q2 2021.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.