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

Jefferies Financial Group’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
Q3 		– Sell
-12,685
Closed -$1.26M – 1278
2026
Q2 		$1.26M Sell
12,685
-851
-6% -$84.2K 0.01% 871
2026
Q1 		$1.34M Buy
13,536
+1,610
+13% +$161K 0.01% 804
2025
Q4 		$1.19M Buy
11,926
+8,454
+243% +$848K 0.01% 1003
2025
Q3 		$348K Buy
3,472
+1
+0% +$99 ﹤0.01% 1173
2025
Q2 		$344K Sell
3,471
-264
-7% -$25.9K ﹤0.01% 983
2025
Q1 		$369K Buy
3,735
+69
+2% +$6.74K ﹤0.01% 1151
2024
Q4 		$355K Hold
3,666
– – ﹤0.01% 1210
2024
Q3 		$371K Hold
3,666
– – ﹤0.01% 1063
2024
Q2 		$356K Sell
3,666
-1,172
-24% -$113K ﹤0.01% 1060
2024
Q1 		$474K Sell
4,838
-8,966
-65% -$878K ﹤0.01% 1074
2023
Q4 		$1.37M Buy
13,804
+6,021
+77% +$573K 0.01% 845
2023
Q3 		$732K Buy
7,783
+1,728
+29% +$166K 0.01% 930
2023
Q2 		$593K Hold
6,055
– – 0.01% 1123
2023
Q1 		$603K Sell
6,055
-1,518
-20% -$150K ﹤0.01% 1045
2022
Q4 		$734K Buy
+7,573
New +$732K 0.01% 945

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Jefferies Financial Group's AGG Position: Q3 2026 in Review

Jefferies Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 12,685 shares — an estimated $1.26M sold.

Jefferies Financial Group first reported a position in AGG in Q4 2022 and held it in 15 quarters. The position peaked at $1.37M in Q4 2023. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Jefferies Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 12,685 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $1.26M.
  • Jefferies Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.37M in Q4 2023.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.