Mitsubishi UFJ Trust & Banking’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mitsubishi UFJ Trust & Banking’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	$141M	Buy	1,419,485 +6,030	+0.4%	+$597K	0.31%	73
2026 Q1	$140M	Hold	1,413,455	–	–	0.35%	63
2025 Q4	$141M	Hold	1,413,455	–	–	0.34%	62
2025 Q3	$142M	Hold	1,413,455	–	–	0.31%	64
2025 Q2	$140M	Hold	1,413,455	–	–	0.32%	64
2025 Q1	$140M	Hold	1,413,455	–	–	0.36%	51
2024 Q4	$137M	Hold	1,413,455	–	–	0.32%	60
2024 Q3	$143M	Hold	1,413,455	–	–	0.33%	63
2024 Q2	$137M	Hold	1,413,455	–	–	0.33%	60
2024 Q1	$138M	Hold	1,413,455	–	–	0.32%	72
2023 Q4	$140M	Hold	1,413,455	–	–	0.33%	69
2023 Q3	$133M	Hold	1,413,455	–	–	0.33%	65
2023 Q2	$138M	Hold	1,413,455	–	–	0.32%	70
2023 Q1	$141M	Sell	1,413,455 -91,660	-6%	-$9.06M	0.34%	64
2022 Q4	$146M	Sell	1,505,115 -31,130	-2%	-$3.01M	0.38%	59
2022 Q3	$148M	Buy	1,536,245 +543,390	+55%	+$55M	0.41%	50
2022 Q2	$101M	Buy	992,855 +150,010	+18%	+$15.4M	0.26%	90
2022 Q1	$90.3M	Sell	842,845 -82,370	-9%	-$9.06M	0.21%	115
2021 Q4	$106M	Sell	925,215 -60,950	-6%	-$6.97M	0.22%	116
2021 Q3	$113M	Hold	986,165	–	–	0.24%	107
2021 Q2	$114M	Buy	986,165 +315,640	+47%	+$36.2M	0.24%	106
2021 Q1	$76.3M	Hold	670,525	–	–	0.17%	148
2020 Q4	$79.2M	Hold	670,525	–	–	0.16%	152
2020 Q3	$79.2M	Hold	670,525	–	–	0.18%	134
2020 Q2	$79.3M	Hold	670,525	–	–	0.19%	127
2020 Q1	$77.4M	Buy	670,525 +3,500	+0.5%	+$399K	0.23%	105
2019 Q4	$75M	Hold	667,025	–	–	0.18%	128
2019 Q3	$75.5M	Sell	667,025 -23,204	-3%	-$2.61M	0.19%	124
2019 Q2	$76.9M	Hold	690,229	–	–	0.26%	80
2019 Q1	$75.3M	Hold	690,229	–	–	0.28%	78
2018 Q4	$73.5M	Buy	690,229 +12,908	+2%	+$1.35M	0.31%	76
2018 Q3	$71.5M	Buy	677,321 +9,460	+1%	+$1M	0.25%	89
2018 Q2	$71M	Buy	667,861 +433,115	+185%	+$45.9M	0.12%	195
2018 Q1	$25.2M	Buy	+234,746	New	+$25.2M	0.04%	447

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Mitsubishi UFJ Trust & Banking's AGG Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.43% in Q2 2026, buying an estimated $597K and bringing the position to 1,419,485 shares worth $141M. The position accounts for 0.31% of the portfolio, ranked #73.

Mitsubishi UFJ Trust & Banking first reported a position in AGG in Q1 2018 and has held it in 34 quarters since. The position peaked at $148M in Q3 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Mitsubishi UFJ Trust & Banking held 1,419,485 shares of iShares Core US Aggregate Bond ETF worth $141M as of Q2 2026.
Mitsubishi UFJ Trust & Banking bought 6,030 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $597K.
iShares Core US Aggregate Bond ETF made up 0.31% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #73 holding.
Mitsubishi UFJ Trust & Banking first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 34 quarters since.
Mitsubishi UFJ Trust & Banking's iShares Core US Aggregate Bond ETF position peaked at $148M in Q3 2022.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.