Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Loomis, Sayles & Company’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
-17,449
Closed -$1.74M – 721
2025
Q4 		$1.74M Sell
17,449
-182,551
-91% -$18.3M ﹤0.01% 461
2025
Q3 		$20.1M Buy
200,000
+67,589
+51% +$6.71M 0.02% 242
2025
Q2 		$13.1M Buy
132,411
+130,331
+6,266% +$12.8M 0.02% 315
2025
Q1 		$206K Sell
2,080
-643
-24% -$62.9K ﹤0.01% 527
2024
Q4 		$264K Buy
2,723
+643
+31% +$63.3K ﹤0.01% 509
2024
Q3 		$211K Hold
2,080
– – ﹤0.01% 513
2024
Q2 		$202K Sell
2,080
-9,485
-82% -$916K ﹤0.01% 526
2024
Q1 		$1.13M Sell
11,565
-27,893
-71% -$2.73M ﹤0.01% 456
2023
Q4 		$3.92M Buy
39,458
+38,102
+2,810% +$3.63M 0.01% 416
2023
Q3 		$128K Sell
1,356
-1,910
-58% -$184K ﹤0.01% 525
2023
Q2 		$320K Buy
+3,266
New +$323K ﹤0.01% 503
2023
Q1 		– Sell
-78,808
Closed -$7.64M – 969
2022
Q4 		$7.64M Buy
78,808
+70,467
+845% +$6.82M 0.02% 340
2022
Q3 		$804K Sell
8,341
-329
-4% -$33.3K ﹤0.01% 417
2022
Q2 		$882K Buy
8,670
+8,210
+1,785% +$844K ﹤0.01% 434
2022
Q1 		$49K Sell
460
-21,338
-98% -$2.35M ﹤0.01% 600
2021
Q4 		$2.49M Buy
+21,798
New +$2.49M ﹤0.01% 445
2021
Q2 		– Sell
-1,350
Closed -$154K – 828
2021
Q1 		$154K Buy
+1,350
New +$156K ﹤0.01% 523
2019
Q1 		– Sell
-910
Closed -$97K – 769
2018
Q4 		$97K Buy
+910
New +$95.5K ﹤0.01% 601
2017
Q1 		– Sell
-8,820
Closed -$953K – 957
2016
Q4 		$953K Buy
+8,820
New +$966K ﹤0.01% 600
2016
Q1 		– Sell
-285
Closed -$31K – 1049
2015
Q4 		$31K Buy
+285
New +$31K ﹤0.01% 750
2015
Q1 		– Sell
-2,230
Closed -$246K – 730
2014
Q4 		$246K Buy
+2,230
New +$245K ﹤0.01% 630

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Loomis, Sayles & Company's AGG Position: Q1 2026 in Review

Loomis, Sayles & Company sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 17,449 shares — an estimated $1.74M sold.

Loomis, Sayles & Company first reported a position in AGG in Q4 2014 and held it in 21 quarters. The position peaked at $20.1M in Q3 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Loomis, Sayles & Company reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 17,449 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.74M.
  • Loomis, Sayles & Company first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 21 quarters.
  • Loomis, Sayles & Company's iShares Core US Aggregate Bond ETF position peaked at $20.1M in Q3 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.