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Ironwood Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ironwood Financial’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 		$4.4M Buy
45,077
+1,345
+3% +$133K 0.69% 40
2026
Q1 		$4.34M Sell
43,732
-880
-2% -$88K 0.76% 38
2025
Q4 		$4.47M Sell
44,612
-2,912
-6% -$292K 0.76% 37
2025
Q3 		$4.76M Sell
47,524
-1,691
-3% -$168K 0.84% 35
2025
Q2 		$4.87M Hold
49,215
– – 1.04% 25
2025
Q1 		$4.87M Sell
49,215
-1,809
-4% -$177K 1.04% 25
2024
Q4 		$4.94M Sell
51,024
-2,164
-4% -$213K 1.04% 26
2024
Q3 		$5.39M Sell
53,188
-119
-0.2% -$11.9K 1.13% 25
2024
Q2 		$5.17M Buy
53,307
+2,624
+5% +$253K 1.16% 24
2024
Q1 		$4.96M Buy
50,683
+31,837
+169% +$3.12M 1.14% 25
2023
Q4 		$1.87M Buy
+18,846
New +$1.79M 0.45% 45
2020
Q1 		– Sell
-20
Closed -$2K – 346
2019
Q4 		$2K Hold
20
– – ﹤0.01% 340
2019
Q3 		$2K Hold
20
– – ﹤0.01% 341
2019
Q2 		$2K Buy
20
+10
+100% +$1.09K ﹤0.01% 342
2019
Q1 		$1K Hold
10
– – ﹤0.01% 354
2018
Q4 		$1K Hold
10
– – ﹤0.01% 349
2018
Q3 		$1K Hold
10
– – ﹤0.01% 344
2018
Q2 		$1K Hold
10
– – ﹤0.01% 266
2018
Q1 		$1K Buy
+10
New +$1.07K ﹤0.01% 239
2015
Q3 		$4K Hold
35
– – ﹤0.01% 280
2015
Q2 		$4K Buy
35
+34
+3,400% +$3.74K ﹤0.01% 262
2015
Q1 		$0 Hold
1
– – ﹤0.01% 317
2014
Q4 		$0 Buy
+1
New +$110 ﹤0.01% 298

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

Ironwood Financial's AGG Position: Q2 2026 in Review

Ironwood Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.1% in Q2 2026, buying an estimated $133K and bringing the position to 45,077 shares worth $4.4M. The position accounts for 0.69% of the portfolio, ranked #40.

Ironwood Financial first reported a position in AGG in Q4 2014 and has held it in 23 quarters since. The position peaked at $5.39M in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ironwood Financial held 45,077 shares of iShares Core US Aggregate Bond ETF worth $4.4M as of Q2 2026.
  • Ironwood Financial bought 1,345 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares Core US Aggregate Bond ETF made up 0.69% of Ironwood Financial's portfolio in Q2 2026, its #40 holding.
  • Ironwood Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 23 quarters since.
  • Ironwood Financial's iShares Core US Aggregate Bond ETF position peaked at $5.39M in Q3 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.