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Northstar Financial Companies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Northstar Financial Companies’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 		$258K Buy
2,610
+22
+0.9% +$2.18K 0.17% 103
2026
Q1 		$257K Buy
2,588
+1
+0% +$100 0.2% 91
2025
Q4 		$258K Sell
2,587
-73
-3% -$7.33K 0.21% 97
2025
Q3 		$267K Buy
2,660
+3
+0.1% +$298 0.25% 87
2025
Q2 		$264K Buy
2,657
+2
+0.1% +$196 0.27% 84
2025
Q1 		$263K Buy
2,655
+12
+0.5% +$1.17K 0.28% 83
2024
Q4 		$256K Buy
+2,643
New +$260K 0.24% 90

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

Northstar Financial Companies's AGG Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.85% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,610 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #103.

Northstar Financial Companies first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $267K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Northstar Financial Companies held 2,610 shares of iShares Core US Aggregate Bond ETF worth $258K as of Q2 2026.
  • Northstar Financial Companies bought 22 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.18K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Northstar Financial Companies's portfolio in Q2 2026, its #103 holding.
  • Northstar Financial Companies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's iShares Core US Aggregate Bond ETF position peaked at $267K in Q3 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.