Meitav Investment House
AGG icon

Meitav Investment House’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Meitav Investment House’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 		$3.82M Buy
+38,677
New +$3.83M 0.03% 140
2024
Q1 		– Sell
-3,613
Closed -$358K – 233
2023
Q4 		$358K Buy
3,613
+227
+7% +$21.6K 0.01% 273
2023
Q3 		$318K Sell
3,386
-198
-6% -$19.1K 0.01% 284
2023
Q2 		$351K Sell
3,584
-261
-7% -$25.8K 0.01% 300
2023
Q1 		$386K Sell
3,845
-441
-10% -$43.6K 0.01% 303
2022
Q4 		$415K Sell
4,286
-851
-17% -$82.3K 0.01% 304
2022
Q3 		$495K Buy
+5,137
New +$519K 0.01% 293
2022
Q2 		– Sell
-5,808
Closed -$620K – 336
2022
Q1 		$620K Sell
5,808
-921
-14% -$101K 0.01% 297
2021
Q4 		$766K Sell
6,729
-1,800
-21% -$206K 0.01% 279
2021
Q3 		$977K Sell
8,529
-1,047
-11% -$121K 0.02% 246
2021
Q2 		$1.1M Buy
9,576
+417
+5% +$47.8K 0.03% 233
2021
Q1 		$1.04M Sell
9,159
-632
-6% -$73.2K 0.03% 210
2020
Q4 		$1.16M Sell
9,791
-69
-0.7% -$8.13K 0.05% 163
2020
Q3 		$1.16M Buy
+9,860
New +$1.17M 0.06% 146

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

Meitav Investment House's AGG Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 38,677 shares worth $3.82M. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in AGG as recently as Q4 2023.

Meitav Investment House first reported a position in AGG in Q3 2020 and has held it in 14 quarters since. 2,099 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Meitav Investment House held 38,677 shares of iShares Core US Aggregate Bond ETF worth $3.82M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Meitav Investment House position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Meitav Investment House's portfolio in Q2 2026, its #140 holding.
  • Meitav Investment House first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • 2,099 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.