Leuthold Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Leuthold 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	$4.24M	Hold	42,755	–	–	0.45%	93
2025 Q4	$4.27M	Sell	42,755 -5,015	-10%	-$503K	0.46%	91
2025 Q3	$4.79M	Sell	47,770 -25	-0.1%	-$2.48K	0.52%	73
2025 Q2	$4.74M	Hold	47,795	–	–	0.57%	64
2025 Q1	$4.73M	Hold	47,795	–	–	0.61%	58
2024 Q4	$4.63M	Sell	47,795 -4,349	-8%	-$428K	0.56%	68
2024 Q3	$5.28M	Buy	52,144 +13,402	+35%	+$1.34M	0.59%	69
2024 Q2	$3.76M	Hold	38,742	–	–	0.43%	89
2024 Q1	$3.79M	Hold	38,742	–	–	0.43%	95
2023 Q4	$3.85M	Buy	38,742 +3,268	+9%	+$311K	0.48%	87
2023 Q3	$3.34M	Hold	35,474	–	–	0.47%	86
2023 Q2	$3.47M	Hold	35,474	–	–	0.45%	88
2023 Q1	$3.53M	Hold	35,474	–	–	0.47%	88
2022 Q4	$3.44M	Sell	35,474 -25	-0.1%	-$2.42K	0.46%	88
2022 Q3	$3.42M	Hold	35,499	–	–	0.52%	82
2022 Q2	$3.61M	Buy	+35,499	New	+$3.65M	0.51%	77
2013 Q3	–	Sell	-56,049	Closed	-$6.01M	–	307
2013 Q2	$6.01M	Buy	+56,049	New	+$6.16M	0.56%	56

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

Leuthold Group's AGG Position: Q1 2026 in Review

Leuthold Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 42,755 shares worth $4.24M. The position accounts for 0.45% of the portfolio, ranked #93.

Leuthold Group first reported a position in AGG in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.01M in Q2 2013. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Leuthold Group held 42,755 shares of iShares Core US Aggregate Bond ETF worth $4.24M as of Q1 2026.
Leuthold Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.45% of Leuthold Group's portfolio in Q1 2026, its #93 holding.
Leuthold Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 17 quarters since.
Leuthold Group's iShares Core US Aggregate Bond ETF position peaked at $6.01M in Q2 2013.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.