First Manhattan’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

First Manhattan’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 Q1	$1.24M	Sell	12,471 -25,494	-67%	-$2.55M	﹤0.01%	404
2025 Q4	$3.79M	Sell	37,965 -17,886	-32%	-$1.79M	0.01%	265
2025 Q3	$5.6M	Sell	55,851 -3,274	-6%	-$325K	0.01%	227
2025 Q2	$5.87M	Buy	+59,125	New	+$5.79M	0.02%	209
2024 Q2	–	Sell	-1,162	Closed	-$114K	–	681
2024 Q1	$114K	Buy	+1,162	New	+$114K	﹤0.01%	748
2023 Q1	–	Sell	-375	Closed	-$36.4K	–	1521
2022 Q4	$36.4K	Buy	375 +328	+698%	+$31.7K	﹤0.01%	997
2022 Q3	$4K	Sell	47 -258	-85%	-$26.1K	﹤0.01%	1331
2022 Q2	$31K	Sell	305 -129	-30%	-$13.3K	﹤0.01%	1043
2022 Q1	$46K	Buy	434 +129	+42%	+$14.2K	﹤0.01%	1015
2021 Q4	$34K	Buy	305 +258	+549%	+$29.5K	﹤0.01%	1068
2021 Q3	$5K	Hold	47	–	–	﹤0.01%	1378
2021 Q2	$5K	Buy	+47	New	+$5.38K	﹤0.01%	1376
2020 Q3	–	Sell	-146	Closed	-$17K	–	1319
2020 Q2	$17K	Hold	146	–	–	﹤0.01%	1057
2020 Q1	$16K	Hold	146	–	–	﹤0.01%	1041
2019 Q4	$16K	Buy	+146	New	+$16.5K	﹤0.01%	1080
2019 Q1	–	Sell	-221	Closed	-$23K	–	1377
2018 Q4	$23K	Buy	+221	New	+$23.2K	﹤0.01%	1047
2017 Q4	–	Sell	-117	Closed	-$12K	–	1437
2017 Q3	$12K	Buy	+117	New	+$12.8K	﹤0.01%	1194
2016 Q3	–	Sell	-2,100	Closed	-$236K	–	1384
2016 Q2	$236K	Buy	+2,100	New	+$233K	﹤0.01%	650
2015 Q1	–	Sell	-133	Closed	-$14K	–	1435
2014 Q4	$14K	Hold	133	–	–	﹤0.01%	1178
2014 Q3	$14K	Hold	133	–	–	﹤0.01%	1152
2014 Q2	$14K	Hold	133	–	–	﹤0.01%	1144
2014 Q1	$14K	Hold	133	–	–	﹤0.01%	1139
2013 Q4	$14K	Buy	+133	New	+$14.2K	﹤0.01%	1115

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First Manhattan's AGG Position: Q1 2026 in Review

First Manhattan reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 67% in Q1 2026, selling an estimated $2.55M and leaving 12,471 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #404.

First Manhattan first reported a position in AGG in Q4 2013 and has held it in 23 quarters since. The position peaked at $5.87M in Q2 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

First Manhattan held 12,471 shares of iShares Core US Aggregate Bond ETF worth $1.24M as of Q1 2026.
First Manhattan sold 25,494 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.55M.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #404 holding.
First Manhattan first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 23 quarters since.
First Manhattan's iShares Core US Aggregate Bond ETF position peaked at $5.87M in Q2 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.