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Mesirow Financial Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mesirow Financial Investment 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 		$3.75M Buy
37,877
+1,002
+3% +$99.1K 0.06% 165
2026
Q1 		$3.66M Buy
36,875
+13,209
+56% +$1.32M 0.06% 164
2025
Q4 		$2.36M Sell
23,666
-4,557
-16% -$457K 0.05% 171
2025
Q3 		$2.83M Buy
28,223
+3,434
+14% +$341K 0.05% 173
2025
Q2 		$2.46M Buy
24,789
+10,411
+72% +$1.02M 0.05% 177
2025
Q1 		$1.42M Buy
14,378
+1,364
+10% +$133K 0.03% 228
2024
Q4 		$1.26M Buy
13,014
+340
+3% +$33.5K 0.03% 238
2024
Q3 		$1.28M Buy
12,674
+104
+0.8% +$10.4K 0.02% 238
2024
Q2 		$1.22M Buy
12,570
+1,287
+11% +$124K 0.03% 228
2024
Q1 		$1.11M Buy
11,283
+2,124
+23% +$208K 0.03% 242
2023
Q4 		$909K Buy
+9,159
New +$872K 0.03% 231

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 22.96% 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

Mesirow Financial Investment Management's AGG Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q2 2026, buying an estimated $99.1K and bringing the position to 37,877 shares worth $3.75M. The position accounts for 0.06% of the portfolio, ranked #165.

Mesirow Financial Investment Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Mesirow Financial Investment Management held 37,877 shares of iShares Core US Aggregate Bond ETF worth $3.75M as of Q2 2026.
  • Mesirow Financial Investment Management bought 1,002 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $99.1K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #165 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.