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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
Q2 		$51.7M Buy
523,975
+56,314
+12% +$5.57M 27.13% 1
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 $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

Gridiron Partners's AGG Position: Q2 2026 in Review

Gridiron Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $5.57M and bringing the position to 523,975 shares worth $51.7M. The position accounts for 27.13% of the portfolio, ranked #1.

Gridiron Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Gridiron Partners held 523,975 shares of iShares Core US Aggregate Bond ETF worth $51.7M as of Q2 2026.
  • Gridiron Partners bought 56,314 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.57M.
  • iShares Core US Aggregate Bond ETF made up 27.13% of Gridiron Partners's portfolio in Q2 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 11 quarters since.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gridiron Partners's 13F filing for Q2 2026, filed 5 Aug 2026.