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

Logan 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
Q2 		$20K Buy
+202
New +$20K ﹤0.01% 336
2021
Q4 		– Sell
-150
Closed -$17.2K – 539
2021
Q3 		$17K Buy
150
+1
+0.7% +$116 ﹤0.01% 431
2021
Q2 		$17K Buy
149
+1
+0.7% +$115 ﹤0.01% 427
2021
Q1 		$17K Buy
+148
New +$17.1K ﹤0.01% 407

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 22.9% 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

Logan Capital Management's AGG Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 202 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in AGG as recently as Q3 2021.

Logan Capital Management first reported a position in AGG in Q1 2021 and has held it in 4 quarters since. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Logan Capital Management held 202 shares of iShares Core US Aggregate Bond ETF worth $20K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Logan Capital Management position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #336 holding.
  • Logan Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 4 quarters since.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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