Juniper Hill Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Juniper Hill Capital Management’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	–	Sell	-736,489	Closed	-$73.6M	–	1
2025 Q4	$73.6M	Hold	736,489	–	–	17.57%	2
2025 Q3	$73.8M	Hold	736,489	–	–	17.47%	2
2025 Q2	$73.1M	Hold	736,489	–	–	17.81%	2
2025 Q1	$72.9M	Hold	736,489	–	–	18.16%	2
2024 Q4	$71.4M	Hold	736,489	–	–	15.81%	2
2024 Q3	$74.6M	Hold	736,489	–	–	17.12%	3
2024 Q2	$71.5M	Hold	736,489	–	–	17.87%	3
2024 Q1	$72.1M	Hold	736,489	–	–	19.23%	3
2023 Q4	$73.1M	Sell	736,489 -648,706	-47%	-$61.7M	20.21%	3
2023 Q3	$130M	Hold	1,385,195	–	–	42.45%	1
2023 Q2	$136M	Hold	1,385,195	–	–	45.21%	1
2023 Q1	$138M	Hold	1,385,195	–	–	53.53%	1
2022 Q4	$134M	Buy	+1,385,195	New	+$134M	42.47%	1
2022 Q2	–	Sell	-363,487	Closed	-$38.9M	–	6
2022 Q1	$38.9M	Hold	363,487	–	–	11.23%	4
2021 Q4	$41.5M	Sell	363,487 -338,100	-48%	-$38.7M	14.74%	3
2021 Q3	$80.6M	Buy	701,587 +499,745	+248%	+$57.9M	18%	3
2021 Q2	$23.3M	Hold	201,842	–	–	7.8%	4
2021 Q1	$23M	Sell	201,842 -127,805	-39%	-$14.8M	6.99%	5
2020 Q4	$39M	Sell	329,647 -339,553	-51%	-$40M	35.34%	2
2020 Q3	$79M	Buy	+669,200	New	+$79.4M	24.86%	2

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Juniper Hill Capital Management's AGG Position: Q1 2026 in Review

Juniper Hill Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 736,489 shares — an estimated $73.6M sold.

Juniper Hill Capital Management first reported a position in AGG in Q3 2020 and held it in 20 quarters. The position peaked at $138M in Q1 2023. 2,086 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Juniper Hill Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Juniper Hill Capital Management sold 736,489 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $73.6M.
Juniper Hill Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 20 quarters.
Juniper Hill Capital Management's iShares Core US Aggregate Bond ETF position peaked at $138M in Q1 2023.
2,086 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Juniper Hill Capital Management's 13F filing for Q1 2026.