P/E Global LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$33.5M Buy
338,206
+25,249
+8% +$2.5M 2.15% 5
2026
Q1
$31.1M Sell
312,957
-107,540
-26% -$10.8M 2.45% 5
2025
Q4
$42M Sell
420,497
-106,087
-20% -$10.6M 3.03% 5
2025
Q3
$52.8M Buy
526,584
+13,536
+3% +$1.34M 10.56% 4
2025
Q2
$50.9M Buy
513,048
+38,951
+8% +$3.82M 10.58% 4
2025
Q1
$46.9M Buy
474,097
+10,823
+2% +$1.06M 10.61% 4
2024
Q4
$44.9M Buy
463,274
+35,589
+8% +$3.51M 10.1% 4
2024
Q3
$43.3M Sell
427,685
-37,460
-8% -$3.74M 11.98% 3
2024
Q2
$45.2M Sell
465,145
-52,381
-10% -$5.06M 12.27% 3
2024
Q1
$50.7M Sell
517,526
-6,228,050
-92% -$610M 13.53% 3
2023
Q4
$669M Buy
6,745,576
+2,937,853
+77% +$280M 100% 1
2023
Q3
$358M Buy
3,807,723
+51,767
+1% +$4.99M 100% 1
2023
Q2
$368M Buy
3,755,956
+38,953
+1% +$3.85M 100% 1
2023
Q1
$370M Buy
3,717,003
+47,995
+1% +$4.74M 100% 1
2022
Q4
$356M Sell
3,669,008
-2,094
-0.1% -$203K 100% 1
2022
Q3
$354M Buy
3,671,102
+130,798
+4% +$13.2M 100% 1
2022
Q2
$360M Buy
3,540,304
+952,969
+37% +$97.9M 100% 1
2022
Q1
$277M Buy
+2,587,335
New +$285M 100% 1

Other funds holding AGG

P/E Global LLC's AGG Position: Q2 2026 in Review

P/E Global LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.1% in Q2 2026, buying an estimated $2.5M and bringing the position to 338,206 shares worth $33.5M. The position accounts for 2.15% of the portfolio, ranked #5.

P/E Global LLC first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. The position peaked at $669M in Q4 2023. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • P/E Global LLC held 338,206 shares of iShares Core US Aggregate Bond ETF worth $33.5M as of Q2 2026.
  • P/E Global LLC bought 25,249 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.5M.
  • iShares Core US Aggregate Bond ETF made up 2.15% of P/E Global LLC's portfolio in Q2 2026, its #5 holding.
  • P/E Global LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • P/E Global LLC's iShares Core US Aggregate Bond ETF position peaked at $669M in Q4 2023.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on P/E Global LLC's 13F filing for Q2 2026, filed 23 Jul 2026.