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 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%	+$6.75K	﹤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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jefferies Financial Group's AGG Position: Q1 2026 in Review

Jefferies Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, buying an estimated $161K and bringing the position to 13,536 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #804.

Jefferies Financial Group first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Jefferies Financial Group held 13,536 shares of iShares Core US Aggregate Bond ETF worth $1.34M as of Q1 2026.
Jefferies Financial Group bought 1,610 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $161K.
iShares Core US Aggregate Bond ETF made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #804 holding.
Jefferies Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.37M in Q4 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.