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Joel Greenblatt’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Joel Greenblatt’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 		$61M Buy
616,188
+8,427
+1% +$834K 0.14% 113
2026
Q1 		$60.3M Buy
607,761
+240,578
+66% +$24.1M 0.18% 57
2025
Q4 		$36.7M Buy
367,183
+359
+0.1% +$36K 0.13% 153
2025
Q3 		$36.8M Buy
366,824
+12,050
+3% +$1.2M 0.16% 98
2025
Q2 		$35.2M Buy
354,774
+122,262
+53% +$12M 0.21% 43
2025
Q1 		$23M Buy
232,512
+200,311
+622% +$19.6M 0.19% 66
2024
Q4 		$3.12M Buy
32,201
+4,255
+15% +$419K 0.03% 623
2024
Q3 		$2.83M Buy
27,946
+7,523
+37% +$751K 0.03% 636
2024
Q2 		$1.98M Buy
20,423
+6,946
+52% +$670K 0.03% 684
2024
Q1 		$1.32M Buy
+13,477
New +$1.32M 0.02% 770

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 22.96% 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

Joel Greenblatt's AGG Position: Q2 2026 in Review

Joel Greenblatt increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, buying an estimated $834K and bringing the position to 616,188 shares worth $61M. The position accounts for 0.14% of the portfolio, ranked #113.

Joel Greenblatt first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Joel Greenblatt held 616,188 shares of iShares Core US Aggregate Bond ETF worth $61M as of Q2 2026.
  • Joel Greenblatt bought 8,427 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $834K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Joel Greenblatt's portfolio in Q2 2026, its #113 holding.
  • Joel Greenblatt first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.