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Gridiron Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gridiron Partners’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 		$46.3M Sell
467,661
-10,153
-2% -$1.02M 28.27% 1
2025
Q4 		$47.7M Buy
477,814
+2,567
+0.5% +$258K 27.19% 1
2025
Q3 		$47.6M Buy
475,247
+49,622
+12% +$4.92M 27.07% 1
2025
Q2 		$42.2M Buy
425,625
+19,088
+5% +$1.87M 26.2% 1
2025
Q1 		$40.2M Hold
406,537
– – 25.73% 1
2024
Q4 		$39.4M Hold
406,537
– – 24.95% 1
2024
Q3 		$41.2M Buy
406,537
+5,000
+1% +$499K 24.93% 1
2024
Q2 		$39M Buy
401,537
+3,046
+0.8% +$294K 24.82% 1
2024
Q1 		$39M Buy
398,491
+110,799
+39% +$10.8M 24.88% 1
2023
Q4 		$28.6M Buy
+287,692
New +$27.4M 20.15% 1

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Gridiron Partners's AGG Position: Q1 2026 in Review

Gridiron Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q1 2026, selling an estimated $1.02M and leaving 467,661 shares worth $46.3M. The position accounts for 28.27% of the portfolio, ranked #1.

Gridiron Partners first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $47.7M in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Gridiron Partners held 467,661 shares of iShares Core US Aggregate Bond ETF worth $46.3M as of Q1 2026.
  • Gridiron Partners sold 10,153 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Core US Aggregate Bond ETF made up 28.27% of Gridiron Partners's portfolio in Q1 2026, its #1 holding.
  • Gridiron Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Gridiron Partners's iShares Core US Aggregate Bond ETF position peaked at $47.7M in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Gridiron Partners's 13F filing for Q1 2026, filed 13 Apr 2026.