Mercer Global Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mercer Global Advisors’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	$4.45B	Buy	44,994,014 +5,645,255	+14%	+$559M	5.5%	1
2026 Q1	$3.91B	Buy	39,348,759 +3,089,191	+9%	+$309M	5.78%	1
2025 Q4	$3.62B	Buy	36,259,568 +3,032,433	+9%	+$304M	5.52%	1
2025 Q3	$3.33B	Buy	33,227,135 +4,942,715	+17%	+$490M	5.56%	1
2025 Q2	$2.81B	Buy	28,284,420 +2,124,707	+8%	+$208M	5.71%	1
2025 Q1	$2.59B	Buy	26,159,713 +2,748,278	+12%	+$269M	5.94%	1
2024 Q4	$2.27B	Buy	23,411,435 +882,233	+4%	+$86.9M	5.53%	1
2024 Q3	$2.28B	Buy	22,529,202 +3,184,724	+16%	+$318M	5.34%	2
2024 Q2	$1.86B	Buy	19,344,478 +1,704,132	+10%	+$164M	5.07%	3
2024 Q1	$1.73B	Buy	17,640,346 +2,567,557	+17%	+$251M	4.93%	3
2023 Q4	$1.5B	Buy	15,072,789 +1,662,115	+12%	+$158M	4.5%	2
2023 Q3	$1.26B	Buy	13,410,674 +2,773,905	+26%	+$267M	4.79%	2
2023 Q2	$1.04B	Buy	10,636,769 +5,186,189	+95%	+$513M	4.14%	2
2023 Q1	$542M	Buy	5,450,580 +551,224	+11%	+$54.5M	2.46%	5
2022 Q4	$475M	Buy	4,899,356 +346,555	+8%	+$33.5M	2.38%	4
2022 Q3	$439M	Buy	4,552,801 +442,679	+11%	+$44.8M	2.6%	6
2022 Q2	$418M	Sell	4,110,122 -619,013	-13%	-$63.6M	2.56%	7
2022 Q1	$506M	Buy	4,729,135 +540,084	+13%	+$59.4M	2.98%	5
2021 Q4	$478M	Buy	4,189,051 +819,638	+24%	+$93.8M	2.95%	5
2021 Q3	$387M	Buy	3,369,413 +459,366	+16%	+$53.2M	2.7%	5
2021 Q2	$336M	Buy	2,910,047 +268,823	+10%	+$30.8M	2.58%	6
2021 Q1	$301M	Buy	2,641,224 +786,683	+42%	+$91.1M	2.73%	5
2020 Q4	$219M	Buy	1,854,541 +335,673	+22%	+$39.5M	2.74%	7
2020 Q3	$179M	Buy	1,518,868 +333,532	+28%	+$39.6M	2.7%	8
2020 Q2	$140M	Buy	1,185,336 +132,110	+13%	+$15.5M	2.54%	7
2020 Q1	$122M	Buy	1,053,226 +66,567	+7%	+$7.59M	2.67%	5
2019 Q4	$111M	Buy	986,659 +92,246	+10%	+$10.4M	2.21%	7
2019 Q3	$101M	Buy	894,413 +115,696	+15%	+$13M	2.38%	3
2019 Q2	$86.7M	Buy	778,717 +563,059	+261%	+$61.6M	2.3%	4
2019 Q1	$23.5M	Buy	+215,658	New	+$23.1M	0.85%	20

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors's AGG Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, buying an estimated $559M and bringing the position to 44,994,014 shares worth $4.45B. The position accounts for 5.5% of the portfolio, ranked #1.

Mercer Global Advisors first reported a position in AGG in Q1 2019 and has held it in 30 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Mercer Global Advisors held 44,994,014 shares of iShares Core US Aggregate Bond ETF worth $4.45B as of Q2 2026.
Mercer Global Advisors bought 5,645,255 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $559M.
iShares Core US Aggregate Bond ETF made up 5.5% of Mercer Global Advisors's portfolio in Q2 2026, its #1 holding.
Mercer Global Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.