Palisade Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Palisade Asset 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	$517K	Hold	5,226	–	–	0.05%	157
2026 Q1	$519K	Buy	5,226 +6	+0.1%	+$600	0.05%	143
2025 Q4	$521K	Sell	5,220 -93	-2%	-$9.33K	0.05%	143
2025 Q3	$533K	Buy	5,313 +359	+7%	+$35.6K	0.05%	146
2025 Q2	$491K	Sell	4,954 -250	-5%	-$24.5K	0.05%	149
2025 Q1	$515K	Sell	5,204 -250	-5%	-$24.4K	0.05%	144
2024 Q4	$528K	Sell	5,454 -291	-5%	-$28.7K	0.05%	148
2024 Q3	$582K	Hold	5,745	–	–	0.06%	143
2024 Q2	$558K	Hold	5,745	–	–	0.06%	145
2024 Q1	$563K	Sell	5,745 -3,912	-41%	-$383K	0.05%	148
2023 Q4	$958K	Buy	9,657 +3,820	+65%	+$364K	0.11%	122
2023 Q3	$549K	Hold	5,837	–	–	0.07%	135
2023 Q2	$572K	Hold	5,837	–	–	0.07%	137
2023 Q1	$582K	Sell	5,837 -58	-1%	-$5.73K	0.07%	134
2022 Q4	$572K	Buy	5,895 +1,807	+44%	+$175K	0.07%	142
2022 Q3	$394K	Sell	4,088 -459	-10%	-$46.4K	0.05%	148
2022 Q2	$462K	Sell	4,547 -407	-8%	-$41.8K	0.06%	141
2022 Q1	$531K	Sell	4,954 -360	-7%	-$39.6K	0.06%	141
2021 Q4	$606K	Sell	5,314 -92	-2%	-$10.5K	0.07%	136
2021 Q3	$621K	Sell	5,406 -218	-4%	-$25.3K	0.08%	131
2021 Q2	$649K	Sell	5,624 -179	-3%	-$20.5K	0.08%	126
2021 Q1	$661K	Buy	5,803 +18	+0.3%	+$2.08K	0.09%	125
2020 Q4	$684K	Buy	5,785 +281	+5%	+$33.1K	0.09%	121
2020 Q3	$650K	Hold	5,504	–	–	0.1%	116
2020 Q2	$651K	Hold	5,504	–	–	0.1%	113
2020 Q1	$635K	Sell	5,504 -303	-5%	-$34.5K	0.12%	110
2019 Q4	$653K	Sell	5,807 -261	-4%	-$29.4K	0.1%	123
2019 Q3	$687K	Buy	6,068 +2,099	+53%	+$236K	0.1%	114
2019 Q2	$442K	Hold	3,969	–	–	0.07%	136
2019 Q1	$433K	Buy	3,969 +185	+5%	+$19.8K	0.07%	138
2018 Q4	$403K	Buy	3,784 +189	+5%	+$19.8K	0.06%	126
2018 Q3	$379K	Sell	3,595 -3,302	-48%	-$350K	0.05%	139
2018 Q2	$733K	Buy	6,897 +747	+12%	+$79.2K	0.11%	107
2018 Q1	$660K	Buy	6,150 +658	+12%	+$70.6K	0.1%	111
2017 Q4	$600K	Buy	+5,492	New	+$600K	0.1%	114

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Palisade Asset Management's AGG Position: Q2 2026 in Review

Palisade Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 5,226 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #157.

Palisade Asset Management first reported a position in AGG in Q4 2017 and has held it in 35 quarters since. The position peaked at $958K in Q4 2023. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Palisade Asset Management held 5,226 shares of iShares Core US Aggregate Bond ETF worth $517K as of Q2 2026.
Palisade Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.05% of Palisade Asset Management's portfolio in Q2 2026, its #157 holding.
Palisade Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
Palisade Asset Management's iShares Core US Aggregate Bond ETF position peaked at $958K in Q4 2023.
644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.