Liberty Mutual Group Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Liberty Mutual Group Asset 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 Q2	$27.2M	Buy	+275,000	New	+$27.2M	2.38%	14
2022 Q2	–	Sell	-17,450	Closed	-$1.87M	–	131
2022 Q1	$1.87M	Buy	+17,450	New	+$1.92M	0.07%	97
2017 Q4	–	Sell	-115,000	Closed	-$12.6M	–	967
2017 Q3	$12.6M	Sell	115,000 -180,000	-61%	-$19.8M	0.69%	17
2017 Q2	$32.3M	Sell	295,000 -650,000	-69%	-$71.1M	1.31%	6
2017 Q1	$103M	Hold	945,000	–	–	4.01%	1
2016 Q4	$102M	Sell	945,000 -740,000	-44%	-$81.1M	3.65%	2
2016 Q3	$189M	Hold	1,685,000	–	–	6.72%	1
2016 Q2	$190M	Buy	+1,685,000	New	+$187M	6.94%	1

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

Liberty Mutual Group Asset Management's AGG Position: Q2 2026 in Review

Liberty Mutual Group Asset Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 275,000 shares worth $27.2M. The stake represents 2.38% of the portfolio and ranks #14 among its holdings. This is a return to the name: Liberty Mutual Group Asset Management previously reported a position in AGG as recently as Q1 2022.

Liberty Mutual Group Asset Management first reported a position in AGG in Q2 2016 and has held it in 8 quarters since. The position peaked at $190M in Q2 2016. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Liberty Mutual Group Asset Management held 275,000 shares of iShares Core US Aggregate Bond ETF worth $27.2M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Liberty Mutual Group Asset Management position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 2.38% of Liberty Mutual Group Asset Management's portfolio in Q2 2026, its #14 holding.
Liberty Mutual Group Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 8 quarters since.
Liberty Mutual Group Asset Management's iShares Core US Aggregate Bond ETF position peaked at $190M in Q2 2016.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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