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New York Life Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New York Life 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 		$81.5M Buy
823,286
+110,863
+16% +$11M 0.57% 37
2026
Q1 		$70.7M Buy
712,423
+48,290
+7% +$4.83M 0.6% 31
2025
Q4 		$66.3M Buy
664,133
+53,837
+9% +$5.4M 0.57% 31
2025
Q3 		$61.2M Buy
610,296
+57,968
+10% +$5.75M 0.54% 32
2025
Q2 		$54.8M Buy
552,328
+56,597
+11% +$5.55M 0.51% 34
2025
Q1 		$49M Sell
495,731
-3,379
-0.7% -$330K 0.5% 37
2024
Q4 		$48.4M Buy
499,110
+40,941
+9% +$4.03M 0.47% 38
2024
Q3 		$46.4M Buy
458,169
+8,872
+2% +$885K 0.45% 40
2024
Q2 		$43.6M Buy
449,297
+17,932
+4% +$1.73M 0.44% 37
2024
Q1 		$42.2M Buy
431,365
+3,848
+0.9% +$377K 0.42% 42
2023
Q4 		$42.4M Buy
427,517
+221,142
+107% +$21M 0.43% 40
2023
Q3 		$19.4M Buy
206,375
+9,122
+5% +$879K 0.21% 90
2023
Q2 		$19.3M Buy
197,253
+15,250
+8% +$1.51M 0.2% 99
2023
Q1 		$18.1M Buy
182,003
+8,479
+5% +$838K 0.2% 112
2022
Q4 		$16.8M Buy
173,524
+34,045
+24% +$3.29M 0.19% 123
2022
Q3 		$13.4M Buy
139,479
+10,466
+8% +$1.06M 0.16% 137
2022
Q2 		$13.1M Sell
129,013
-6,651
-5% -$683K 0.15% 144
2022
Q1 		$14.5M Sell
135,664
-2,526
-2% -$278K 0.77% 18
2021
Q4 		$15.8M Buy
138,190
+10,838
+9% +$1.24M 0.82% 16
2021
Q3 		$14.6M Buy
127,352
+12,915
+11% +$1.5M 0.81% 14
2021
Q2 		$13.2M Sell
114,437
-10,387
-8% -$1.19M 0.76% 13
2021
Q1 		$14.2M Buy
124,824
+5,357
+4% +$620K 0.86% 12
2020
Q4 		$14.1M Buy
119,467
+50,937
+74% +$6M 0.95% 12
2020
Q3 		$8.09M Buy
68,530
+55,746
+436% +$6.61M 0.73% 12
2020
Q2 		$1.51M Buy
+12,784
New +$1.5M 0.16% 20
2016
Q3 		– Sell
-257,633
Closed -$29M – 43
2016
Q2 		$29M Buy
257,633
+6,900
+3% +$766K 3.23% 10
2016
Q1 		$27.8M Sell
250,733
-2,700
-1% -$295K 4.16% 7
2015
Q4 		$27.4M Buy
253,433
+5,400
+2% +$588K 4.08% 6
2015
Q3 		$27.2M Sell
248,033
-6,400
-3% -$698K 2.54% 10
2015
Q2 		$27.7M Buy
254,433
+2,800
+1% +$308K 3.14% 10
2015
Q1 		$28M Buy
251,633
+1,400
+0.6% +$156K 3.15% 8
2014
Q4 		$27.6M Buy
250,233
+3,100
+1% +$341K 3.3% 7
2014
Q3 		$27M Buy
247,133
+1,900
+0.8% +$207K 4.44% 5
2014
Q2 		$26.8M Buy
245,233
+4,700
+2% +$511K 4.54% 5
2014
Q1 		$26M Buy
240,533
+4,600
+2% +$495K 5.48% 3
2013
Q4 		$25.1M Buy
235,933
+4,900
+2% +$525K 6.27% 2
2013
Q3 		$24.8M Buy
231,033
+4,900
+2% +$522K 7.61% 1
2013
Q2 		$24.2M Buy
+226,133
New +$24.8M 7.74% 2

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's AGG Position: Q2 2026 in Review

New York Life Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $11M and bringing the position to 823,286 shares worth $81.5M. The position accounts for 0.57% of the portfolio, ranked #37.

New York Life Investment Management first reported a position in AGG in Q2 2013 and has held it in 38 quarters since. 1,815 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • New York Life Investment Management held 823,286 shares of iShares Core US Aggregate Bond ETF worth $81.5M as of Q2 2026.
  • New York Life Investment Management bought 110,863 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11M.
  • iShares Core US Aggregate Bond ETF made up 0.57% of New York Life Investment Management's portfolio in Q2 2026, its #37 holding.
  • New York Life Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 38 quarters since.
  • 1,815 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.