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Gallagher Fiduciary Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gallagher Fiduciary Advisors’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 		$2.19M Buy
22,126
+16,904
+324% +$1.67M 0.07% 68
2026
Q1 		$518K Sell
5,222
-13,807
-73% -$1.38M 0.02% 156
2025
Q4 		$1.9M Sell
19,029
-198
-1% -$19.9K 0.06% 67
2025
Q3 		$1.93M Buy
19,227
+13,419
+231% +$1.33M 0.07% 56
2025
Q2 		$576K Sell
5,808
-13,398
-70% -$1.31M 0.02% 158
2025
Q1 		$1.9M Buy
19,206
+14,468
+305% +$1.41M 0.06% 61
2024
Q4 		$459K Buy
4,738
+1,648
+53% +$162K 0.09% 152
2024
Q3 		$313K Sell
3,090
-419
-12% -$41.8K 0.06% 189
2024
Q2 		$341K Sell
3,509
-303,781
-99% -$29.3M 0.08% 135
2024
Q1 		$30.1M Buy
307,290
+1,507
+0.5% +$147K 1.07% 10
2023
Q4 		$30.3M Sell
305,783
-4,082
-1% -$388K 1.04% 10
2023
Q3 		$29.1M Sell
309,865
-11,435
-4% -$1.1M 2.56% 8
2023
Q2 		$31.5M Buy
321,300
+1,651
+0.5% +$163K 2.39% 6
2023
Q1 		$31.8M Buy
+319,649
New +$31.6M 2.63% 5

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

Gallagher Fiduciary Advisors's AGG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 324% in Q2 2026, buying an estimated $1.67M and bringing the position to 22,126 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #68.

Gallagher Fiduciary Advisors first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.8M in Q1 2023. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 22,126 shares of iShares Core US Aggregate Bond ETF worth $2.19M as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 16,904 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.67M.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #68 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's iShares Core US Aggregate Bond ETF position peaked at $31.8M in Q1 2023.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.