Investors Research Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investors Research Corp’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	$34.8K	Buy	352 +149	+73%	+$14.7K	0.01%	420
2026 Q1	$20.2K	Hold	203	–	–	﹤0.01%	477
2025 Q4	$20.3K	Hold	203	–	–	﹤0.01%	539
2025 Q3	$20.4K	Hold	203	–	–	﹤0.01%	556
2025 Q2	$20.1K	Hold	203	–	–	﹤0.01%	585
2025 Q1	$20.1K	Buy	203 +88	+77%	+$8.6K	﹤0.01%	580
2024 Q4	$11.1K	Hold	115	–	–	﹤0.01%	660
2024 Q3	$11.6K	Hold	115	–	–	﹤0.01%	663
2024 Q2	$11.2K	Sell	115 -35	-23%	-$3.38K	﹤0.01%	695
2024 Q1	$14.7K	Hold	150	–	–	﹤0.01%	665
2023 Q4	$14.9K	Sell	150 -52	-26%	-$4.95K	﹤0.01%	683
2023 Q3	$19K	Hold	202	–	–	0.01%	650
2023 Q2	$19.8K	Hold	202	–	–	0.01%	661
2023 Q1	$20.1K	Hold	202	–	–	0.01%	672
2022 Q4	$19.6K	Hold	202	–	–	0.01%	669
2022 Q3	$19K	Hold	202	–	–	0.01%	655
2022 Q2	$21K	Sell	202 -67	-25%	-$6.88K	0.01%	649
2022 Q1	$29K	Buy	269 +4	+2%	+$440	0.01%	591
2021 Q4	$30K	Hold	265	–	–	0.01%	595
2021 Q3	$30K	Sell	265 -10	-4%	-$1.16K	0.01%	599
2021 Q2	$32K	Hold	275	–	–	0.01%	589
2021 Q1	$31K	Hold	275	–	–	0.01%	600
2020 Q4	$33K	Buy	275 +98	+55%	+$11.5K	0.01%	615
2020 Q3	$21K	Buy	177 +153	+638%	+$18.1K	0.01%	676
2020 Q2	$3K	Hold	24	–	–	﹤0.01%	961
2020 Q1	$3K	Hold	24	–	–	﹤0.01%	964
2019 Q4	$3K	Buy	+24	New	+$2.71K	﹤0.01%	986

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

Investors Research Corp's AGG Position: Q2 2026 in Review

Investors Research Corp increased its iShares Core US Aggregate Bond ETF (AGG) stake by 73% in Q2 2026, buying an estimated $14.7K and bringing the position to 352 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #420.

Investors Research Corp first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Investors Research Corp held 352 shares of iShares Core US Aggregate Bond ETF worth $34.8K as of Q2 2026.
Investors Research Corp bought 149 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $14.7K.
iShares Core US Aggregate Bond ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #420 holding.
Investors Research Corp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.