Neuberger Berman Group
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Neuberger Berman Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Neuberger Berman Group’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
Q1 		$6.41M Sell
64,610
-6,277
-9% -$628K ﹤0.01% 930
2025
Q4 		$7.08M Buy
70,887
+59,788
+539% +$6M 0.01% 892
2025
Q3 		$1.11M Buy
11,099
+3,137
+39% +$311K ﹤0.01% 1326
2025
Q2 		$790K Sell
7,962
-202
-2% -$19.8K ﹤0.01% 1431
2025
Q1 		$808K Sell
8,164
-6,776
-45% -$662K ﹤0.01% 1388
2024
Q4 		$1.45M Sell
14,940
-2,956
-17% -$291K ﹤0.01% 1214
2024
Q3 		$1.81M Buy
17,896
+3,797
+27% +$379K ﹤0.01% 1153
2024
Q2 		$1.37M Sell
14,099
-2,413
-15% -$233K ﹤0.01% 1190
2024
Q1 		$1.62M Sell
16,512
-2,167
-12% -$212K ﹤0.01% 1158
2023
Q4 		$1.85M Buy
18,679
+3,784
+25% +$360K ﹤0.01% 1119
2023
Q3 		$1.4M Sell
14,895
-2,954
-17% -$284K ﹤0.01% 1163
2023
Q2 		$1.75M Sell
17,849
-3,325
-16% -$329K ﹤0.01% 1110
2023
Q1 		$2.11M Sell
21,174
-65,809
-76% -$6.5M ﹤0.01% 1074
2022
Q4 		$8.44M Buy
86,983
+81,098
+1,378% +$7.84M 0.01% 778
2022
Q3 		$567K Buy
5,885
+158
+3% +$16K ﹤0.01% 1435
2022
Q2 		$583K Sell
5,727
-153
-3% -$15.7K ﹤0.01% 1464
2022
Q1 		$630K Sell
5,880
-4,647
-44% -$511K ﹤0.01% 1476
2021
Q4 		$1.2M Buy
10,527
+182
+2% +$20.8K ﹤0.01% 1309
2021
Q3 		$1.19M Buy
10,345
+47
+0.5% +$5.45K ﹤0.01% 1276
2021
Q2 		$1.19M Sell
10,298
-109
-1% -$12.5K ﹤0.01% 1290
2021
Q1 		$1.18M Sell
10,407
-712
-6% -$82.4K ﹤0.01% 1278
2020
Q4 		$1.31M Buy
11,119
+1,568
+16% +$185K ﹤0.01% 1190
2020
Q3 		$1.13M Buy
9,551
+6,457
+209% +$766K ﹤0.01% 1185
2020
Q2 		$366K Buy
3,094
+32
+1% +$3.75K ﹤0.01% 1338
2020
Q1 		$353K Buy
3,062
+263
+9% +$30K ﹤0.01% 1312
2019
Q4 		$314K Buy
2,799
+11
+0.4% +$1.24K ﹤0.01% 1374
2019
Q3 		$315K Sell
2,788
-147
-5% -$16.5K ﹤0.01% 1370
2019
Q2 		$327K Buy
2,935
+308
+12% +$33.7K ﹤0.01% 1376
2019
Q1 		$287K Buy
2,627
+88
+3% +$9.44K ﹤0.01% 1378
2018
Q4 		$270K Hold
2,539
– – ﹤0.01% 1398
2018
Q3 		$268K Hold
2,539
– – ﹤0.01% 1467
2018
Q2 		$270K Sell
2,539
-94
-4% -$9.97K ﹤0.01% 1560
2018
Q1 		$282K Buy
+2,633
New +$283K ﹤0.01% 1499
2017
Q1 		– Sell
-4,975
Closed -$538K – 1585
2016
Q4 		$538K Buy
4,975
+2,326
+88% +$255K ﹤0.01% 1275
2016
Q3 		$298K Sell
2,649
-1,087
-29% -$122K ﹤0.01% 1407
2016
Q2 		$421K Buy
3,736
+811
+28% +$90.1K ﹤0.01% 1284
2016
Q1 		$324K Sell
2,925
-734
-20% -$80.3K ﹤0.01% 1348
2015
Q4 		$395K Buy
3,659
+435
+13% +$47.3K ﹤0.01% 1326
2015
Q3 		$353K Buy
3,224
+146
+5% +$15.9K ﹤0.01% 1352
2015
Q2 		$335K Buy
3,078
+112
+4% +$12.3K ﹤0.01% 1403
2015
Q1 		$331K Buy
+2,966
New +$329K ﹤0.01% 1411

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Neuberger Berman Group's AGG Position: Q1 2026 in Review

Neuberger Berman Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.9% in Q1 2026, selling an estimated $628K and leaving 64,610 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Neuberger Berman Group first reported a position in AGG in Q1 2015 and has held it in 41 quarters since. The position peaked at $8.44M in Q4 2022. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Neuberger Berman Group held 64,610 shares of iShares Core US Aggregate Bond ETF worth $6.41M as of Q1 2026.
  • Neuberger Berman Group sold 6,277 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $628K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #930 holding.
  • Neuberger Berman Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and has held it in 41 quarters since.
  • Neuberger Berman Group's iShares Core US Aggregate Bond ETF position peaked at $8.44M in Q4 2022.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.