Jim Saulnier & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jim Saulnier & Associates’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	$320K	Buy	+3,231	New	+$320K	0.13%	117

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jim Saulnier & Associates's AGG Position: Q2 2026 in Review

Jim Saulnier & Associates opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,231 shares worth $320K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Jim Saulnier & Associates held 3,231 shares of iShares Core US Aggregate Bond ETF worth $320K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Jim Saulnier & Associates position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q2 2026, its #117 holding.
2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.