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Liberty One Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Liberty One Investment 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 		$2.61M Buy
26,400
+2,250
+9% +$223K 0.26% 77
2026
Q1 		$2.4M Buy
24,150
+7,500
+45% +$750K 0.25% 74
2025
Q4 		$1.66M Buy
+16,650
New +$1.67M 0.21% 79

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

Liberty One Investment Management's AGG Position: Q2 2026 in Review

Liberty One Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.3% in Q2 2026, buying an estimated $223K and bringing the position to 26,400 shares worth $2.61M. The position accounts for 0.26% of the portfolio, ranked #77.

Liberty One Investment Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Liberty One Investment Management held 26,400 shares of iShares Core US Aggregate Bond ETF worth $2.61M as of Q2 2026.
  • Liberty One Investment Management bought 2,250 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $223K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Liberty One Investment Management's portfolio in Q2 2026, its #77 holding.
  • Liberty One Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.