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NYL Investors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NYL Investors’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 		$3.64M Sell
36,740
-123
-0.3% -$12.2K 1.39% 17
2026
Q1 		$3.66M Buy
36,863
+1,292
+4% +$129K 1.38% 21
2025
Q4 		$3.55M Buy
35,571
+895
+3% +$89.8K 1.21% 21
2025
Q3 		$3.48M Sell
34,676
-176
-0.5% -$17.5K 1.14% 24
2025
Q2 		$3.46M Sell
34,852
-1,148
-3% -$112K 0.95% 25
2025
Q1 		$3.56M Buy
36,000
+600
+2% +$58.7K 0.23% 21
2024
Q4 		$3.43M Buy
35,400
+2,100
+6% +$207K 0.31% 22
2024
Q3 		$3.37M Sell
33,300
-300
-0.9% -$29.9K 0.21% 24
2024
Q2 		$3.26M Sell
33,600
-100
-0.3% -$9.65K 0.23% 25
2024
Q1 		$3.3M Buy
33,700
+2,900
+9% +$284K 0.12% 22
2023
Q4 		$3.06M Sell
30,800
-1,000
-3% -$95.2K 0.12% 22
2023
Q3 		$2.99M Buy
31,800
+200
+0.6% +$19.3K 0.12% 20
2023
Q2 		$3.1M Buy
31,600
+200
+0.6% +$19.8K 0.14% 20
2023
Q1 		$3.13M Buy
31,400
+1,200
+4% +$119K 0.19% 18
2022
Q4 		$2.93M Sell
30,200
-1,200
-4% -$116K 0.21% 21
2022
Q3 		$3.02M Buy
31,400
+700
+2% +$70.8K 0.35% 21
2022
Q2 		$3.12M Sell
30,700
-300
-1% -$30.8K 0.37% 22
2022
Q1 		$3.32M Buy
31,000
+600
+2% +$66K 0.46% 23
2021
Q4 		$3.47M Buy
30,400
+1,200
+4% +$137K 0.57% 25
2021
Q3 		$3.35M Buy
29,200
+1,200
+4% +$139K 0.37% 19
2021
Q2 		$3.23M Sell
28,000
-700
-2% -$80.2K 0.38% 20
2021
Q1 		$3.27M Buy
28,700
+600
+2% +$69.5K 0.42% 19
2020
Q4 		$3.32M Sell
28,100
-100
-0.4% -$11.8K 0.95% 19
2020
Q3 		$3.33M Sell
28,200
-800
-3% -$94.9K 1.29% 18
2020
Q2 		$3.43M Sell
29,000
-2,500
-8% -$293K 1.41% 18
2020
Q1 		$3.63M Buy
31,500
+2,600
+9% +$296K 1.61% 18
2019
Q4 		$3.25M Hold
28,900
– – 1.44% 15
2019
Q3 		$3.27M Buy
28,900
+100
+0.3% +$11.2K 1.41% 16
2019
Q2 		$3.21M Sell
28,800
-200
-0.7% -$21.9K 1.7% 13
2019
Q1 		$3.16M Buy
29,000
+1,000
+4% +$107K 1.73% 14
2018
Q4 		$2.98M Buy
+28,000
New +$2.94M 1.74% 14

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

NYL Investors's AGG Position: Q2 2026 in Review

NYL Investors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.33% in Q2 2026, selling an estimated $12.2K and leaving 36,740 shares worth $3.64M. The position accounts for 1.39% of the portfolio, ranked #17.

NYL Investors first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.66M in Q1 2026. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • NYL Investors held 36,740 shares of iShares Core US Aggregate Bond ETF worth $3.64M as of Q2 2026.
  • NYL Investors sold 123 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Core US Aggregate Bond ETF made up 1.39% of NYL Investors's portfolio in Q2 2026, its #17 holding.
  • NYL Investors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • NYL Investors's iShares Core US Aggregate Bond ETF position peaked at $3.66M in Q1 2026.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on NYL Investors's 13F filing for Q2 2026, filed 12 Aug 2026.