First Citizens Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Citizens Asset 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	$31M	Buy	312,802 +3,963	+1%	+$392K	9.9%	4
2026 Q1	$30.7M	Buy	308,839 +12,163	+4%	+$1.22M	10.87%	4
2025 Q4	$29.6M	Sell	296,676 -1,156	-0.4%	-$116K	10.36%	4
2025 Q3	$29.9M	Sell	297,832 -358,319	-55%	-$35.6M	10.59%	4
2025 Q2	$65.1M	Sell	656,151 -3,791	-0.6%	-$371K	23.08%	2
2025 Q1	$65.3M	Buy	659,942 +3,032	+0.5%	+$296K	25.39%	1
2024 Q4	$63.7M	Sell	656,910 -3,027	-0.5%	-$298K	23.29%	2
2024 Q3	$66.8M	Buy	659,937 +58,174	+10%	+$5.8M	23.75%	2
2024 Q2	$58.4M	Buy	601,763 +13,606	+2%	+$1.31M	21.77%	2
2024 Q1	$57.6M	Buy	+588,157	New	+$57.6M	21.81%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Citizens Asset Management's AGG Position: Q2 2026 in Review

First Citizens Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, buying an estimated $392K and bringing the position to 312,802 shares worth $31M. The position accounts for 9.9% of the portfolio, ranked #4.

First Citizens Asset Management first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.8M in Q3 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

First Citizens Asset Management held 312,802 shares of iShares Core US Aggregate Bond ETF worth $31M as of Q2 2026.
First Citizens Asset Management bought 3,963 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $392K.
iShares Core US Aggregate Bond ETF made up 9.9% of First Citizens Asset Management's portfolio in Q2 2026, its #4 holding.
First Citizens Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
First Citizens Asset Management's iShares Core US Aggregate Bond ETF position peaked at $66.8M in Q3 2024.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.