Granite FO LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Granite FO LLC’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	$89.4K	Hold	903	–	–	0.05%	66
2026 Q1	$89.7K	Hold	903	–	–	0.05%	62
2025 Q4	$90.2K	Hold	903	–	–	0.05%	68
2025 Q3	$90.6K	Hold	903	–	–	0.05%	70
2025 Q2	$89.6K	Buy	903 +3	+0.3%	+$294	0.05%	71
2025 Q1	$89.1K	Buy	900 +5	+0.6%	+$489	0.05%	69
2024 Q4	$86.7K	Buy	895 +12	+1%	+$1.18K	0.05%	68
2024 Q3	$89.5K	Buy	+883	New	+$88.1K	0.05%	70
2024 Q2	–	Sell	-881	Closed	-$88.6K	–	55
2024 Q1	$88.6K	Buy	881 +19	+2%	+$1.86K	0.05%	71
2023 Q4	$85.6K	Buy	862 +10	+1%	+$952	0.06%	79
2023 Q3	$80.2K	Buy	852 +6	+0.7%	+$578	0.06%	79
2023 Q2	$82.8K	Buy	846 +5	+0.6%	+$494	0.06%	87
2023 Q1	$84.1K	Buy	841 +10	+1%	+$988	0.05%	127
2022 Q4	$81.7K	Buy	+831	New	+$80.4K	0.06%	82

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

Granite FO LLC's AGG Position: Q2 2026 in Review

Granite FO LLC held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 903 shares worth $89.4K. The position accounts for 0.05% of the portfolio, ranked #66.

Granite FO LLC first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $90.6K in Q3 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Granite FO LLC held 903 shares of iShares Core US Aggregate Bond ETF worth $89.4K as of Q2 2026.
Granite FO LLC left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.05% of Granite FO LLC's portfolio in Q2 2026, its #66 holding.
Granite FO LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Granite FO LLC's iShares Core US Aggregate Bond ETF position peaked at $90.6K in Q3 2025.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.