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Patriot Financial Group Insurance Agency’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$5.15M Sell
51,992
-49,358
-49% -$4.88M 0.53% 47
2026
Q1 		$10.1M Buy
101,350
+53,251
+111% +$5.33M 0.57% 41
2025
Q4 		$4.8M Buy
48,099
+2,764
+6% +$277K 0.57% 45
2025
Q3 		$4.54M Buy
45,335
+5,526
+14% +$548K 0.58% 44
2025
Q2 		$3.95M Buy
39,809
+4,925
+14% +$483K 0.45% 55
2025
Q1 		$3.45M Buy
34,884
+3,161
+10% +$309K 0.46% 54
2024
Q4 		$3.07M Buy
31,723
+4,529
+17% +$446K 0.41% 56
2024
Q3 		$2.75M Buy
27,194
+1,734
+7% +$173K 0.37% 61
2024
Q2 		$2.47M Sell
25,460
-566
-2% -$54.6K 0.36% 59
2024
Q1 		$2.55M Sell
26,026
-614
-2% -$60.1K 0.41% 52
2023
Q4 		$2.64M Sell
26,640
-2,199
-8% -$209K 0.5% 42
2023
Q3 		$2.71M Buy
28,839
+1,768
+7% +$170K 0.56% 38
2023
Q2 		$2.65M Buy
27,071
+1,413
+6% +$140K 0.5% 40
2023
Q1 		$2.56M Buy
25,658
+2,098
+9% +$207K 0.52% 37
2022
Q4 		$2.29M Buy
23,560
+2,329
+11% +$225K 0.31% 37
2022
Q3 		$2.04M Buy
21,231
+4,522
+27% +$457K 0.5% 41
2022
Q2 		$1.7M Sell
16,709
-3,889
-19% -$400K 0.34% 56
2022
Q1 		$2.21M Buy
20,598
+2,944
+17% +$324K 0.39% 47
2021
Q4 		$2.01M Buy
17,654
+4,798
+37% +$549K 0.33% 53
2021
Q3 		$1.48M Buy
12,856
+1,849
+17% +$214K 0.26% 86
2021
Q2 		$1.27M Buy
11,007
+1,408
+15% +$161K 0.23% 102
2021
Q1 		$1.09M Buy
9,599
+390
+4% +$45.2K 0.25% 94
2020
Q4 		$1.09M Sell
9,209
-1,307
-12% -$154K 0.27% 84
2020
Q3 		$1.24M Buy
10,516
+751
+8% +$89.1K 0.4% 47
2020
Q2 		$1.15M Buy
9,765
+153
+2% +$17.9K 0.44% 44
2020
Q1 		$1.11M Sell
9,612
-29,236
-75% -$3.33M 0.51% 37
2019
Q4 		$4.37M Buy
38,848
+93
+0.2% +$10.5K 1.64% 8
2019
Q3 		$4.39M Buy
38,755
+16,204
+72% +$1.82M 1.97% 7
2019
Q2 		$2.51M Sell
22,551
-712
-3% -$77.9K 1.08% 12
2019
Q1 		$2.54M Buy
23,263
+4,751
+26% +$509K 1.3% 11
2018
Q4 		$1.97M Buy
18,512
+1,396
+8% +$146K 1.3% 11
2018
Q3 		$1.81M Sell
17,116
-1,718
-9% -$182K 1.08% 13
2018
Q2 		$2M Buy
18,834
+3,587
+24% +$380K 2.14% 7
2018
Q1 		$1.63M Buy
15,247
+8,366
+122% +$898K 1.21% 10
2017
Q4 		$752K Buy
6,881
+6,043
+721% +$661K 0.56% 31
2017
Q3 		$92K Sell
838
-81
-9% -$8.89K 0.08% 186
2017
Q2 		$100K Sell
919
-1,274
-58% -$139K 0.1% 159
2017
Q1 		$238K Buy
2,193
+1,134
+107% +$123K 0.25% 70
2016
Q4 		$115K Buy
+1,059
New +$116K 0.16% 128

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

Patriot Financial Group Insurance Agency's AGG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 49% in Q2 2026, selling an estimated $4.88M and leaving 51,992 shares worth $5.15M. The position accounts for 0.53% of the portfolio, ranked #47.

Patriot Financial Group Insurance Agency first reported a position in AGG in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.1M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 51,992 shares of iShares Core US Aggregate Bond ETF worth $5.15M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 49,358 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.88M.
  • iShares Core US Aggregate Bond ETF made up 0.53% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #47 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q1 2026.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.