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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.36B Buy
13,748,217
+1,687,584
+14% +$169M 1.59% 7
2025
Q4
$1.2B Buy
12,060,633
+1,244,206
+12% +$125M 1.43% 9
2025
Q3
$1.08B Buy
10,816,427
+998,927
+10% +$99.1M 1.4% 8
2025
Q2
$974M Buy
9,817,500
+579,335
+6% +$56.8M 1.41% 8
2025
Q1
$914M Buy
9,238,165
+1,269,215
+16% +$124M 1.52% 7
2024
Q4
$772M Buy
7,968,950
+709,593
+10% +$69.9M 1.3% 10
2024
Q3
$735M Buy
7,259,357
+346,489
+5% +$34.6M 1.3% 8
2024
Q2
$671M Buy
6,912,868
+379,684
+6% +$36.7M 1.3% 9
2024
Q1
$640M Buy
6,533,184
+1,609,029
+33% +$157M 1.32% 9
2023
Q4
$489M Buy
4,924,155
+187,758
+4% +$17.9M 1.16% 12
2023
Q3
$445M Buy
4,736,397
+397,211
+9% +$38.3M 1.19% 12
2023
Q2
$425M Sell
4,339,186
-268,391
-6% -$26.5M 1.14% 12
2023
Q1
$459M Buy
4,607,577
+818,197
+22% +$80.9M 1.33% 7
2022
Q4
$368M Buy
3,789,380
+757,409
+25% +$73.3M 1.18% 9
2022
Q3
$292M Buy
3,031,971
+165,395
+6% +$16.7M 1.17% 10
2022
Q2
$281M Buy
2,866,576
+359,345
+14% +$36.9M 1.15% 10
2022
Q1
$269M Buy
2,507,231
+127,195
+5% +$14M 1.01% 14
2021
Q4
$272M Buy
2,380,036
+114,005
+5% +$13M 1.15% 13
2021
Q3
$260M Buy
2,266,031
+182,899
+9% +$21.2M 1.36% 11
2021
Q2
$240M Buy
2,083,132
+123,852
+6% +$14.2M 1.49% 10
2021
Q1
$223M Sell
1,959,280
-101,053
-5% -$11.7M 1.56% 10
2020
Q4
$244M Buy
2,060,333
+109,067
+6% +$12.8M 1.87% 4
2020
Q3
$230M Buy
1,951,266
+367,854
+23% +$43.6M 2.17% 4
2020
Q2
$187M Buy
1,583,412
+446,404
+39% +$52.3M 1.88% 6
2020
Q1
$131M Buy
1,137,008
+23,805
+2% +$2.71M 1.64% 7
2019
Q4
$125M Buy
1,113,203
+181,190
+19% +$20.4M 1.3% 10
2019
Q3
$105M Buy
932,013
+168,165
+22% +$18.9M 1.26% 12
2019
Q2
$85.1M Buy
763,848
+138,045
+22% +$15.1M 1.01% 15
2019
Q1
$68.3M Buy
625,803
+222,725
+55% +$23.9M 0.97% 16
2018
Q4
$42.9M Buy
403,078
+74,942
+23% +$7.86M 0.76% 24
2018
Q3
$34.6M Sell
328,136
-42,223
-11% -$4.48M 0.89% 21
2018
Q2
$39.4M Buy
370,359
+507
+0.1% +$53.8K 1.12% 15
2018
Q1
$39.7M Buy
369,852
+16,992
+5% +$1.82M 1.42% 12
2017
Q4
$38.6M Buy
352,860
+20,865
+6% +$2.28M 1.49% 11
2017
Q3
$36.4M Buy
331,995
+22,136
+7% +$2.43M 1.64% 12
2017
Q2
$33.9M Buy
309,859
+15,697
+5% +$1.72M 1.6% 12
2017
Q1
$31.9M Buy
294,162
+35,493
+14% +$3.84M 1.39% 13
2016
Q4
$28M Buy
258,669
+38,908
+18% +$4.26M 1.29% 13
2016
Q3
$24.7M Buy
219,761
+34,638
+19% +$3.89M 1.19% 14
2016
Q2
$20.8M Buy
185,123
+40,817
+28% +$4.53M 1.13% 16
2016
Q1
$16M Buy
144,306
+29,511
+26% +$3.23M 0.95% 20
2015
Q4
$12.4M Buy
114,795
+43,417
+61% +$4.73M 0.8% 27
2015
Q3
$7.82M Buy
71,378
+10,608
+17% +$1.16M 0.35% 80
2015
Q2
$6.61M Buy
60,770
+42,102
+226% +$4.63M 0.31% 91
2015
Q1
$2.08M Buy
18,668
+9,799
+110% +$1.09M 0.18% 106
2014
Q4
$977K Buy
8,869
+2,604
+42% +$287K 0.09% 174
2014
Q3
$684K Sell
6,265
-1,871
-23% -$204K 0.08% 181
2014
Q2
$890K Sell
8,136
-424
-5% -$46.1K 0.1% 169
2014
Q1
$924K Sell
8,560
-3,939
-32% -$424K 0.12% 157
2013
Q4
$1.33M Sell
12,499
-4,003
-24% -$429K 0.17% 125
2013
Q3
$1.77M Sell
16,502
-4,694
-22% -$500K 0.33% 77
2013
Q2
$2.27M Buy
+21,196
New +$2.33M 0.48% 54

Other funds holding AGG

Mariner's AGG Position: Q1 2026 in Review

Mariner increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, buying an estimated $169M and bringing the position to 13,748,217 shares worth $1.36B. The position accounts for 1.59% of the portfolio, ranked #7.

Mariner first reported a position in AGG in Q2 2013 and has held it in 52 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Mariner held 13,748,217 shares of iShares Core US Aggregate Bond ETF worth $1.36B as of Q1 2026.
  • Mariner bought 1,687,584 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $169M.
  • iShares Core US Aggregate Bond ETF made up 1.59% of Mariner's portfolio in Q1 2026, its #7 holding.
  • Mariner first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.