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

Palladiem’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	$739K	Sell	7,471 -67,008	-90%	-$6.63M	0.72%	19
2026 Q1	$7.41M	Buy	74,479 +703	+1%	+$70.3K	7.07%	3
2025 Q4	$7.38M	Buy	+73,776	New	+$7.4M	7%	3
2023 Q3	$6.18M	Sell	65,690 -18,010	-22%	-$1.73M	6.67%	4
2023 Q2	$8.2M	Sell	83,700 -28,814	-26%	-$2.85M	8.43%	2
2023 Q1	$11.2M	Buy	+112,514	New	+$11.1M	11.95%	1
2015 Q3	$37K	Buy	339 +2	+0.6%	+$218	0.06%	55
2015 Q2	$37K	Buy	337 +2	+0.6%	+$220	0.03%	68
2015 Q1	$37K	Sell	335 -1,549	-82%	-$172K	0.03%	76
2014 Q4	$207K	Buy	+1,884	New	+$207K	0.17%	33

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Palladiem's AGG Position: Q2 2026 in Review

Palladiem reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 90% in Q2 2026, selling an estimated $6.63M and leaving 7,471 shares worth $739K. The position accounts for 0.72% of the portfolio, ranked #19.

Palladiem first reported a position in AGG in Q4 2014 and has held it in 10 quarters since. The position peaked at $11.2M in Q1 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Palladiem held 7,471 shares of iShares Core US Aggregate Bond ETF worth $739K as of Q2 2026.
Palladiem sold 67,008 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.63M.
iShares Core US Aggregate Bond ETF made up 0.72% of Palladiem's portfolio in Q2 2026, its #19 holding.
Palladiem first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 10 quarters since.
Palladiem's iShares Core US Aggregate Bond ETF position peaked at $11.2M in Q1 2023.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.