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

iA Global 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	$25.7M	Sell	259,600 -586,658	-69%	-$58M	0.31%	73
2026 Q1	$84M	Buy	846,258 +36,931	+5%	+$3.69M	1.19%	17
2025 Q4	$80.8M	Buy	809,327 +28,268	+4%	+$2.84M	1.03%	20
2025 Q3	$78.3M	Buy	781,059 +65,490	+9%	+$6.5M	1.07%	22
2025 Q2	$71M	Sell	715,569 -44,218	-6%	-$4.33M	1.07%	22
2025 Q1	$75.2M	Buy	759,787 +535,797	+239%	+$52.4M	1.29%	18
2024 Q4	$21.7M	Hold	223,990	–	–	0.38%	49
2024 Q3	$22.7M	Buy	223,990 +124,700	+126%	+$12.4M	0.4%	53
2024 Q2	$9.64M	Sell	99,290 -83,610	-46%	-$8.07M	0.18%	94
2024 Q1	$17.9M	Hold	182,900	–	–	0.37%	54
2023 Q4	$18.2M	Sell	182,900 -418,327	-70%	-$39.8M	0.42%	52
2023 Q3	$56.5M	Sell	601,227 -221,224	-27%	-$21.3M	1.49%	14
2023 Q2	$80.6M	Buy	+822,451	New	+$81.3M	2.14%	9

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

iA Global Asset Management's AGG Position: Q2 2026 in Review

iA Global Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 69% in Q2 2026, selling an estimated $58M and leaving 259,600 shares worth $25.7M. The position accounts for 0.31% of the portfolio, ranked #73.

iA Global Asset Management first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $84M in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

iA Global Asset Management held 259,600 shares of iShares Core US Aggregate Bond ETF worth $25.7M as of Q2 2026.
iA Global Asset Management sold 586,658 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $58M.
iShares Core US Aggregate Bond ETF made up 0.31% of iA Global Asset Management's portfolio in Q2 2026, its #73 holding.
iA Global Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
iA Global Asset Management's iShares Core US Aggregate Bond ETF position peaked at $84M in Q1 2026.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.