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

Parallel Advisors’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
Q1 		$32.2M Buy
324,740
+63,067
+24% +$6.31M 0.58% 29
2025
Q4 		$26.1M Buy
261,673
+6,223
+2% +$624K 0.48% 36
2025
Q3 		$25.6M Buy
255,450
+8,379
+3% +$831K 0.47% 35
2025
Q2 		$24.5M Sell
247,071
-334
-0.1% -$32.7K 0.49% 33
2025
Q1 		$24.5M Sell
247,405
-39,996
-14% -$3.91M 0.55% 25
2024
Q4 		$27.8M Sell
287,401
-2,260
-0.8% -$223K 0.63% 23
2024
Q3 		$29.3M Sell
289,661
-322,236
-53% -$32.1M 0.69% 21
2024
Q2 		$59.4M Buy
611,897
+4,140
+0.7% +$400K 1.52% 8
2024
Q1 		$59.5M Buy
607,757
+220,924
+57% +$21.6M 1.61% 10
2023
Q4 		$38.4M Buy
386,833
+90,238
+30% +$8.59M 1.14% 14
2023
Q3 		$27.9M Buy
296,595
+41,364
+16% +$3.98M 0.93% 18
2023
Q2 		$25M Sell
255,231
-22,306
-8% -$2.21M 0.8% 21
2023
Q1 		$27.7M Buy
277,537
+3,592
+1% +$355K 0.93% 19
2022
Q4 		$26.6M Buy
273,945
+99,470
+57% +$9.62M 1.15% 14
2022
Q3 		$16.8M Buy
174,475
+33,461
+24% +$3.38M 0.77% 23
2022
Q2 		$14.3M Buy
141,014
+29,461
+26% +$3.03M 0.66% 27
2022
Q1 		$12M Sell
111,553
-14,070
-11% -$1.55M 0.47% 36
2021
Q4 		$14.3M Sell
125,623
-137,764
-52% -$15.8M 0.53% 33
2021
Q3 		$30.2M Sell
263,387
-5,979
-2% -$693K 1.22% 13
2021
Q2 		$31.1M Buy
269,366
+4,013
+2% +$460K 1.32% 14
2021
Q1 		$30.2M Buy
265,353
+8,762
+3% +$1.01M 1.43% 13
2020
Q4 		$30.3M Buy
256,591
+8,747
+4% +$1.03M 1.65% 12
2020
Q3 		$29.3M Buy
247,844
+10,466
+4% +$1.24M 1.81% 11
2020
Q2 		$28.1M Sell
237,378
-5,014
-2% -$587K 1.83% 9
2020
Q1 		$28M Buy
242,392
+22,652
+10% +$2.58M 2.26% 9
2019
Q4 		$24.7M Sell
219,740
-400
-0.2% -$45.1K 1.85% 8
2019
Q3 		$24.9M Buy
220,140
+54,973
+33% +$6.18M 2.13% 7
2019
Q2 		$18.4M Buy
165,167
+131,750
+394% +$14.4M 1.79% 9
2019
Q1 		$3.64M Buy
33,417
+23,198
+227% +$2.49M 0.41% 46
2018
Q4 		$1.09M Sell
10,219
-1,663
-14% -$174K 0.15% 110
2018
Q3 		$1.25M Sell
11,882
-290
-2% -$30.8K 0.16% 112
2018
Q2 		$1.29M Sell
12,172
-3,120
-20% -$331K 0.18% 99
2018
Q1 		$1.64M Buy
15,292
+3,290
+27% +$353K 0.26% 73
2017
Q4 		$1.31M Sell
12,002
-78
-0.6% -$8.53K 0.21% 85
2017
Q3 		$1.32M Buy
12,080
+565
+5% +$62K 0.23% 84
2017
Q2 		$1.26M Buy
11,515
+955
+9% +$104K 0.24% 80
2017
Q1 		$1.15M Buy
10,560
+83
+0.8% +$8.98K 0.23% 86
2016
Q4 		$1.13M Buy
+10,477
New +$1.15M 0.27% 76

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Parallel Advisors's AGG Position: Q1 2026 in Review

Parallel Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 24% in Q1 2026, buying an estimated $6.31M and bringing the position to 324,740 shares worth $32.2M. The position accounts for 0.58% of the portfolio, ranked #29.

Parallel Advisors first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. The position peaked at $59.5M in Q1 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Parallel Advisors held 324,740 shares of iShares Core US Aggregate Bond ETF worth $32.2M as of Q1 2026.
  • Parallel Advisors bought 63,067 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.31M.
  • iShares Core US Aggregate Bond ETF made up 0.58% of Parallel Advisors's portfolio in Q1 2026, its #29 holding.
  • Parallel Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's iShares Core US Aggregate Bond ETF position peaked at $59.5M in Q1 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.