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F/M Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

F/M Investments’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 		$147M Buy
1,487,215
+1,460,046
+5,374% +$144M 7.48% 1
2026
Q1 		$2.7M Sell
27,169
-146,231
-84% -$14.6M 0.18% 89
2025
Q4 		$17.3M Buy
173,400
+130,145
+301% +$13.1M 0.66% 28
2025
Q3 		$4.34M Sell
43,255
-67
-0.2% -$6.65K 0.17% 152
2025
Q2 		$4.3M Hold
43,322
– – 0.16% 138
2025
Q1 		$4.29M Buy
43,322
+61
+0.1% +$5.96K 0.17% 131
2024
Q4 		$4.19M Buy
43,261
+27,691
+178% +$2.73M 0.15% 137
2024
Q3 		$1.58M Buy
15,570
+2,030
+15% +$203K 0.05% 233
2024
Q2 		$1.31M Buy
+13,540
New +$1.31M 0.05% 240
2022
Q3 		– Sell
-2,301
Closed -$265K – 36
2022
Q2 		$265K Hold
2,301
– – 0.21% 52
2022
Q1 		$246K Hold
2,301
– – 0.2% 51
2021
Q4 		$262K Hold
2,301
– – 0.19% 56
2021
Q3 		$264K Hold
2,301
– – 0.19% 66
2021
Q2 		$265K Sell
2,301
-50
-2% -$5.73K 0.21% 52
2021
Q1 		$268K Buy
2,351
+165
+8% +$19.1K 0.21% 63
2020
Q4 		$258K Buy
+2,186
New +$258K 0.23% 46

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

F/M Investments's AGG Position: Q2 2026 in Review

F/M Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5,374% in Q2 2026, buying an estimated $144M and bringing the position to 1,487,215 shares worth $147M. The position accounts for 7.48% of the portfolio, ranked #1.

F/M Investments first reported a position in AGG in Q4 2020 and has held it in 16 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • F/M Investments held 1,487,215 shares of iShares Core US Aggregate Bond ETF worth $147M as of Q2 2026.
  • F/M Investments bought 1,460,046 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $144M.
  • iShares Core US Aggregate Bond ETF made up 7.48% of F/M Investments's portfolio in Q2 2026, its #1 holding.
  • F/M Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.