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

Investment Research 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 		$10.3M Buy
104,143
+7,310
+8% +$723K 3.49% 2
2026
Q1 		$9.61M Sell
96,833
-328
-0.3% -$32.8K 3.91% 2
2025
Q4 		$9.7M Buy
97,161
+5,405
+6% +$542K 4.17% 2
2025
Q3 		$9.25M Buy
+91,756
New +$9.1M 4.16% 2

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Investment Research Partners's AGG Position: Q2 2026 in Review

Investment Research Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.5% in Q2 2026, buying an estimated $723K and bringing the position to 104,143 shares worth $10.3M. The position accounts for 3.49% of the portfolio, ranked #2.

Investment Research Partners first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. 1,735 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Investment Research Partners held 104,143 shares of iShares Core US Aggregate Bond ETF worth $10.3M as of Q2 2026.
  • Investment Research Partners bought 7,310 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $723K.
  • iShares Core US Aggregate Bond ETF made up 3.49% of Investment Research Partners's portfolio in Q2 2026, its #2 holding.
  • Investment Research Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,735 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.