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Forum Private Client Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Forum Private Client Group’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 		$4.43M Buy
44,761
+2,303
+5% +$228K 1.32% 18
2026
Q1 		$4.22M Sell
42,458
-2,345
-5% -$235K 1.41% 18
2025
Q4 		$4.47M Sell
44,803
-2,355
-5% -$236K 1.53% 18
2025
Q3 		$4.73M Sell
47,158
-1,820
-4% -$181K 1.68% 15
2025
Q2 		$4.86M Sell
48,978
-678
-1% -$66.4K 1.87% 16
2025
Q1 		$4.91M Sell
49,656
-1,324
-3% -$129K 2.13% 14
2024
Q4 		$4.94M Sell
50,980
-1,879
-4% -$185K 2.2% 14
2024
Q3 		$5.35M Sell
52,859
-2,445
-4% -$244K 2.38% 13
2024
Q2 		$5.37M Sell
55,304
-3,838
-6% -$370K 2.55% 14
2024
Q1 		$5.79M Sell
59,142
-6,467
-10% -$633K 2.8% 12
2023
Q4 		$6.51M Buy
+65,609
New +$6.24M 3.4% 10
2023
Q3 		– Sell
-78,479
Closed -$7.69M – 5
2023
Q2 		$7.69M Sell
78,479
-5,948
-7% -$588K 4.4% 8
2023
Q1 		$8.41M Buy
84,427
+1,462
+2% +$144K 5.32% 4
2022
Q4 		$8.05M Sell
82,965
-2,431
-3% -$235K 5.56% 5
2022
Q3 		$8.23M Sell
85,396
-2,644
-3% -$267K 6.15% 3
2022
Q2 		$8.95M Buy
88,040
+5,637
+7% +$579K 6.51% 3
2022
Q1 		$8.82M Buy
+82,403
New +$9.07M 6.85% 3

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

Forum Private Client Group's AGG Position: Q2 2026 in Review

Forum Private Client Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q2 2026, buying an estimated $228K and bringing the position to 44,761 shares worth $4.43M. The position accounts for 1.32% of the portfolio, ranked #18.

Forum Private Client Group first reported a position in AGG in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.95M in Q2 2022. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Forum Private Client Group held 44,761 shares of iShares Core US Aggregate Bond ETF worth $4.43M as of Q2 2026.
  • Forum Private Client Group bought 2,303 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $228K.
  • iShares Core US Aggregate Bond ETF made up 1.32% of Forum Private Client Group's portfolio in Q2 2026, its #18 holding.
  • Forum Private Client Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares Core US Aggregate Bond ETF position peaked at $8.95M in Q2 2022.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.