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IPG Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

IPG Investment Advisors’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 		$647K Buy
6,540
+496
+8% +$49.1K 0.09% 148
2026
Q1 		$600K Buy
+6,044
New +$605K 0.1% 127
2022
Q3 		– Sell
-3,090
Closed -$314K – 146
2022
Q2 		$314K Sell
3,090
-1,550
-33% -$159K 0.08% 106
2022
Q1 		$497K Sell
4,640
-590
-11% -$64.9K 0.1% 94
2021
Q4 		$597K Buy
+5,230
New +$598K 0.11% 101
2021
Q2 		– Sell
-5,033
Closed -$573K – 147
2021
Q1 		$573K Sell
5,033
-50
-1% -$5.79K 0.11% 115
2020
Q4 		$601K Buy
5,083
+3,049
+150% +$359K 0.14% 86
2020
Q3 		$240K Buy
+2,034
New +$241K 0.07% 129
2019
Q1 		– Sell
-1,924
Closed -$205K – 152
2018
Q4 		$205K Buy
+1,924
New +$202K 0.08% 130
2018
Q3 		– Sell
-2,005
Closed -$213K – 167
2018
Q2 		$213K Buy
+2,005
New +$213K 0.07% 144
2018
Q1 		– Sell
-1,999
Closed -$219K – 148
2017
Q4 		$219K Sell
1,999
-1,496
-43% -$164K 0.09% 128
2017
Q3 		$383K Sell
3,495
-455
-12% -$49.9K 0.13% 82
2017
Q2 		$433K Buy
+3,950
New +$432K 0.17% 72

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

IPG Investment Advisors's AGG Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.2% in Q2 2026, buying an estimated $49.1K and bringing the position to 6,540 shares worth $647K. The position accounts for 0.09% of the portfolio, ranked #148.

IPG Investment Advisors first reported a position in AGG in Q2 2017 and has held it in 13 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • IPG Investment Advisors held 6,540 shares of iShares Core US Aggregate Bond ETF worth $647K as of Q2 2026.
  • IPG Investment Advisors bought 496 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $49.1K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of IPG Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • IPG Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 13 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.