FAM
AGG icon

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

Frontier 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 		– Sell
-3,023
Closed -$300K – 91
2026
Q1 		$300K Buy
+3,023
New +$302K 0.06% 81
2024
Q4 		– Sell
-19,571
Closed -$1.98M – 67
2024
Q3 		$1.98M Sell
19,571
-418
-2% -$41.7K 0.66% 35
2024
Q2 		$1.94M Buy
19,989
+440
+2% +$42.5K 0.7% 31
2024
Q1 		$1.91M Sell
19,549
-382
-2% -$37.4K 0.7% 31
2023
Q4 		$1.98M Buy
19,931
+206
+1% +$19.6K 0.74% 29
2023
Q3 		$1.85M Buy
19,725
+73
+0.4% +$7.03K 0.84% 27
2023
Q2 		$1.92M Sell
19,652
-21,141
-52% -$2.09M 0.88% 25
2023
Q1 		$4.06M Buy
40,793
+77
+0.2% +$7.61K 1.92% 18
2022
Q4 		$3.95M Buy
40,716
+253
+0.6% +$24.5K 1.81% 19
2022
Q3 		$3.9M Sell
40,463
-22,812
-36% -$2.31M 3.38% 9
2022
Q2 		$6.43M Sell
63,275
-4,977
-7% -$511K 5.36% 6
2022
Q1 		$7.31M Buy
68,252
+2,056
+3% +$226K 5.12% 6
2021
Q4 		$7.55M Buy
+66,196
New +$7.57M 5.56% 7

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

Frontier Asset Management's AGG Position: Q2 2026 in Review

Frontier Asset Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 3,023 shares — an estimated $300K sold.

Frontier Asset Management first reported a position in AGG in Q4 2021 and held it in 13 quarters. The position peaked at $7.55M in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Frontier Asset Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Frontier Asset Management sold 3,023 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $300K.
  • Frontier Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 13 quarters.
  • Frontier Asset Management's iShares Core US Aggregate Bond ETF position peaked at $7.55M in Q4 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Frontier Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.