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Ingalls & Snyder LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ingalls & Snyder 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
Q1 		$1.18M Hold
11,834
– – 0.04% 201
2025
Q4 		$1.18M Sell
11,834
-531
-4% -$53.3K 0.04% 213
2025
Q3 		$1.24M Buy
12,365
+31
+0.3% +$3.08K 0.04% 210
2025
Q2 		$1.22M Sell
12,334
-125
-1% -$12.2K 0.04% 205
2025
Q1 		$1.23M Hold
12,459
– – 0.04% 206
2024
Q4 		$1.21M Hold
12,459
– – 0.05% 201
2024
Q3 		$1.26M Buy
12,459
+403
+3% +$40.2K 0.05% 204
2024
Q2 		$1.17M Hold
12,056
– – 0.05% 201
2024
Q1 		$1.18M Hold
12,056
– – 0.05% 197
2023
Q4 		$1.2M Hold
12,056
– – 0.05% 197
2023
Q3 		$1.13M Sell
12,056
-25
-0.2% -$2.41K 0.05% 197
2023
Q2 		$1.18M Buy
12,081
+880
+8% +$87K 0.06% 195
2023
Q1 		$1.12M Hold
11,201
– – 0.06% 195
2022
Q4 		$1.09M Buy
11,201
+220
+2% +$21.3K 0.06% 195
2022
Q3 		$1.06M Sell
10,981
-2,589
-19% -$262K 0.06% 186
2022
Q2 		$1.38M Hold
13,570
– – 0.07% 167
2022
Q1 		$1.45M Sell
13,570
-32,670
-71% -$3.6M 0.06% 179
2021
Q4 		$5.28M Sell
46,240
-100
-0.2% -$11.4K 0.24% 81
2021
Q3 		$5.32M Sell
46,340
-200
-0.4% -$23.2K 0.24% 81
2021
Q2 		$5.37M Sell
46,540
-8,500
-15% -$974K 0.24% 83
2021
Q1 		$6.26M Sell
55,040
-2,675
-5% -$310K 0.29% 66
2020
Q4 		$6.82M Buy
57,715
+2,675
+5% +$315K 0.34% 60
2020
Q3 		$6.5M Hold
55,040
– – 0.45% 56
2020
Q2 		$6.51M Hold
55,040
– – 0.37% 64
2020
Q1 		$6.35M Buy
55,040
+26,300
+92% +$3M 0.43% 55
2019
Q4 		$3.23M Buy
28,740
+150
+0.5% +$16.9K 0.17% 107
2019
Q3 		$3.24M Hold
28,590
– – 0.16% 112
2019
Q2 		$3.18M Sell
28,590
-60
-0.2% -$6.56K 0.15% 116
2019
Q1 		$3.13M Buy
+28,650
New +$3.07M 0.15% 121

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

Ingalls & Snyder LLC's AGG Position: Q1 2026 in Review

Ingalls & Snyder LLC held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 11,834 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #201.

Ingalls & Snyder LLC first reported a position in AGG in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.82M in Q4 2020. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Ingalls & Snyder LLC held 11,834 shares of iShares Core US Aggregate Bond ETF worth $1.18M as of Q1 2026.
  • Ingalls & Snyder LLC left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #201 holding.
  • Ingalls & Snyder LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Ingalls & Snyder LLC's iShares Core US Aggregate Bond ETF position peaked at $6.82M in Q4 2020.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.