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

&Partners’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 		$421M Buy
4,253,416
+336,585
+9% +$33.3M 1.73% 6
2026
Q1 		$389M Buy
3,916,831
+472,713
+14% +$47.3M 1.92% 6
2025
Q4 		$346M Buy
3,444,118
+314,559
+10% +$31.6M 1.81% 6
2025
Q3 		$316M Buy
3,129,559
+507,816
+19% +$50.4M 2.02% 6
2025
Q2 		$261M Buy
2,621,743
+646,968
+33% +$63.4M 2% 5
2025
Q1 		$196M Buy
1,974,775
+374,146
+23% +$36.6M 2.08% 5
2024
Q4 		$155M Buy
1,600,629
+590,083
+58% +$58.1M 1.86% 5
2024
Q3 		$103M Buy
1,010,546
+687,398
+213% +$68.6M 1.98% 5
2024
Q2 		$31.8M Buy
323,148
+253,426
+363% +$24.5M 1.39% 8
2024
Q1 		$6.77M Buy
69,722
+39,315
+129% +$3.85M 0.93% 18
2023
Q4 		$2.81M Buy
30,407
+26,403
+659% +$2.51M 0.69% 32
2023
Q3 		$377K Hold
4,004
– – 0.18% 105
2023
Q2 		$392K Hold
4,004
– – 0.18% 103
2023
Q1 		$399K Buy
4,004
+35
+0.9% +$3.46K 0.19% 101
2022
Q4 		$385K Sell
3,969
-117
-3% -$11.3K 0.19% 100
2022
Q3 		$382K Sell
4,086
-386
-9% -$39K 0.22% 100
2022
Q2 		$455K Hold
4,472
– – 0.26% 90
2022
Q1 		$479K Hold
4,472
– – 0.27% 90
2021
Q4 		$510K Buy
4,472
+313
+8% +$35.8K 0.31% 76
2021
Q3 		$478K Buy
4,159
+213
+5% +$24.7K 0.3% 79
2021
Q2 		$455K Buy
+3,946
New +$452K 0.29% 78

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

&Partners's AGG Position: Q2 2026 in Review

&Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.6% in Q2 2026, buying an estimated $33.3M and bringing the position to 4,253,416 shares worth $421M. The position accounts for 1.73% of the portfolio, ranked #6.

&Partners first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • &Partners held 4,253,416 shares of iShares Core US Aggregate Bond ETF worth $421M as of Q2 2026.
  • &Partners bought 336,585 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $33.3M.
  • iShares Core US Aggregate Bond ETF made up 1.73% of &Partners's portfolio in Q2 2026, its #6 holding.
  • &Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.