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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
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% +$6.75K ﹤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
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 22.9% 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

Jefferies Financial Group's AGG Position: Q2 2026 in Review

Jefferies Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.3% in Q2 2026, selling an estimated $84.2K and leaving 12,685 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #871.

Jefferies Financial Group first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Jefferies Financial Group held 12,685 shares of iShares Core US Aggregate Bond ETF worth $1.26M as of Q2 2026.
  • Jefferies Financial Group sold 851 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $84.2K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #871 holding.
  • Jefferies Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.37M in Q4 2023.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.