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Jackson Grant Investment Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jackson Grant Investment Advisers’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 		$5.12M Sell
51,731
-344
-0.7% -$34K 1.59% 13
2026
Q1 		$5.17M Buy
52,075
+95
+0.2% +$9.51K 1.73% 13
2025
Q4 		$5.19M Buy
51,980
+2,643
+5% +$265K 1.71% 13
2025
Q3 		$4.95M Buy
49,337
+3,261
+7% +$324K 1.65% 14
2025
Q2 		$4.57M Buy
46,076
+888
+2% +$87K 1.68% 13
2025
Q1 		$4.47M Buy
45,188
+13,232
+41% +$1.29M 1.73% 14
2024
Q4 		$3.1M Sell
31,956
-15,076
-32% -$1.48M 1.19% 18
2024
Q3 		$4.76M Buy
47,032
+2,437
+5% +$243K 1.78% 14
2024
Q2 		$4.33M Buy
44,595
+1,140
+3% +$110K 1.75% 14
2024
Q1 		$4.26M Buy
43,455
+715
+2% +$70K 1.74% 13
2023
Q4 		$4.24M Sell
42,740
-8,738
-17% -$832K 1.88% 12
2023
Q3 		$4.84M Buy
51,478
+2,209
+4% +$213K 2.33% 8
2023
Q2 		$4.83M Buy
49,269
+56
+0.1% +$5.54K 2.24% 8
2023
Q1 		$4.9M Buy
49,213
+1,648
+3% +$163K 2.3% 9
2022
Q4 		$4.61M Sell
47,565
-19,084
-29% -$1.85M 2.23% 10
2022
Q3 		$6.42M Sell
66,649
-568
-0.8% -$57.4K 3.36% 6
2022
Q2 		$6.83M Sell
67,217
-17,463
-21% -$1.79M 3.39% 6
2022
Q1 		$9.07M Sell
84,680
-1,314
-2% -$145K 3.82% 6
2021
Q4 		$9.81M Sell
85,994
-864
-1% -$98.8K 5% 4
2021
Q3 		$9.97M Sell
86,858
-535
-0.6% -$62K 4.44% 6
2021
Q2 		$10.1M Sell
87,393
-4,146
-5% -$475K 4.43% 6
2021
Q1 		$10.4M Buy
91,539
+6,751
+8% +$782K 4.79% 6
2020
Q4 		$10M Buy
84,788
+8,214
+11% +$968K 5.11% 6
2020
Q3 		$9.04M Buy
76,574
+10,668
+16% +$1.27M 5.44% 6
2020
Q2 		$7.79M Buy
65,906
+10,292
+19% +$1.2M 4.96% 6
2020
Q1 		$6.42M Buy
55,614
+214
+0.4% +$24.4K 4.73% 6
2019
Q4 		$6.22M Buy
55,400
+5,691
+11% +$641K 3.37% 9
2019
Q3 		$5.63M Buy
49,709
+2,499
+5% +$281K 3.2% 9
2019
Q2 		$5.26M Buy
47,210
+680
+1% +$74.4K 3.06% 9
2019
Q1 		$5.08M Buy
46,530
+21,438
+85% +$2.3M 3.05% 9
2018
Q4 		$2.67M Sell
25,092
-316
-1% -$33.1K 1.88% 13
2018
Q3 		$2.68M Sell
25,408
-3,925
-13% -$416K 1.68% 13
2018
Q2 		$3.12M Buy
29,333
+1,792
+7% +$190K 2.15% 10
2018
Q1 		$2.95M Sell
27,541
-1,032
-4% -$111K 2.07% 10
2017
Q4 		$3.12M Buy
28,573
+225
+0.8% +$24.6K 2.11% 10
2017
Q3 		$3.11M Sell
28,348
-752
-3% -$82.6K 2.25% 10
2017
Q2 		$3.19M Sell
29,100
-156
-0.5% -$17.1K 2.47% 8
2017
Q1 		$3.17M Sell
29,256
-5,913
-17% -$640K 2.55% 8
2016
Q4 		$3.8M Sell
35,169
-1,881
-5% -$206K 3.23% 8
2016
Q3 		$4.17M Buy
37,050
+474
+1% +$53.3K 3.44% 8
2016
Q2 		$4.12M Buy
36,576
+5,599
+18% +$622K 3.63% 8
2016
Q1 		$3.43M Buy
30,977
+10,908
+54% +$1.19M 3.14% 8
2015
Q4 		$2.16M Buy
+20,069
New +$2.18M 2.06% 11

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Jackson Grant Investment Advisers's AGG Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.66% in Q2 2026, selling an estimated $34K and leaving 51,731 shares worth $5.12M. The position accounts for 1.59% of the portfolio, ranked #13.

Jackson Grant Investment Advisers first reported a position in AGG in Q4 2015 and has held it in 43 quarters since. The position peaked at $10.4M in Q1 2021. 1,008 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Jackson Grant Investment Advisers held 51,731 shares of iShares Core US Aggregate Bond ETF worth $5.12M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 344 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares Core US Aggregate Bond ETF made up 1.59% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #13 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's iShares Core US Aggregate Bond ETF position peaked at $10.4M in Q1 2021.
  • 1,008 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.