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

Novem 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
Q2 		– Sell
-2,097
Closed -$208K – 448
2026
Q1 		$208K Sell
2,097
-774
-27% -$77.4K 0.02% 407
2025
Q4 		$287K Sell
2,871
-580
-17% -$58.2K 0.03% 345
2025
Q3 		$346K Buy
3,451
+1,084
+46% +$108K 0.04% 310
2025
Q2 		$235K Buy
2,367
+211
+10% +$20.7K 0.03% 356
2025
Q1 		$213K Sell
2,156
-66
-3% -$6.45K 0.03% 337
2024
Q4 		$215K Buy
+2,222
New +$219K 0.03% 338

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

Novem Group's AGG Position: Q2 2026 in Review

Novem Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,097 shares — an estimated $208K sold.

Novem Group first reported a position in AGG in Q4 2024 and held it in 6 quarters. The position peaked at $346K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Novem Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Novem Group sold 2,097 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $208K.
  • Novem Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
  • Novem Group's iShares Core US Aggregate Bond ETF position peaked at $346K in Q3 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.