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J.E. Simmons & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

J.E. Simmons & Co’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 		$660K Hold
6,669
– – 0.37% 32
2026
Q1 		$662K Sell
6,669
-156
-2% -$15.6K 0.44% 27
2025
Q4 		$682K Buy
+6,825
New +$685K 0.44% 30

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

J.E. Simmons & Co's AGG Position: Q2 2026 in Review

J.E. Simmons & Co held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 6,669 shares worth $660K. The position accounts for 0.37% of the portfolio, ranked #32.

J.E. Simmons & Co first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $682K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • J.E. Simmons & Co held 6,669 shares of iShares Core US Aggregate Bond ETF worth $660K as of Q2 2026.
  • J.E. Simmons & Co left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.37% of J.E. Simmons & Co's portfolio in Q2 2026, its #32 holding.
  • J.E. Simmons & Co first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's iShares Core US Aggregate Bond ETF position peaked at $682K in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.