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Patriot Investment Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Patriot Investment Management Group’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 		$19.9M Buy
200,698
+967
+0.5% +$95.7K 1.15% 12
2026
Q1 		$19.8M Buy
199,731
+1,424
+0.7% +$142K 1.27% 12
2025
Q4 		$19.8M Buy
198,307
+404
+0.2% +$40.5K 1.26% 12
2025
Q3 		$19.8M Buy
197,903
+5,421
+3% +$538K 1.29% 12
2025
Q2 		$19.1M Sell
192,482
-1,221
-0.6% -$120K 1.32% 12
2025
Q1 		$19.2M Buy
193,703
+5,192
+3% +$508K 1.44% 12
2024
Q4 		$18.3M Buy
188,511
+20,329
+12% +$2M 1.37% 12
2024
Q3 		$17M Buy
168,182
+9,302
+6% +$928K 1.25% 14
2024
Q2 		$15.4M Buy
158,880
+16,806
+12% +$1.62M 1.21% 13
2024
Q1 		$13.9M Buy
142,074
+29,989
+27% +$2.94M 1.1% 16
2023
Q4 		$11.1M Buy
112,085
+20,035
+22% +$1.91M 0.95% 18
2023
Q3 		$8.66M Sell
92,050
-3,408
-4% -$328K 0.79% 25
2023
Q2 		$9.35M Buy
95,458
+6,392
+7% +$632K 0.79% 27
2023
Q1 		$8.87M Buy
89,066
+1,019
+1% +$101K 0.78% 26
2022
Q4 		$8.81M Buy
88,047
+17,437
+25% +$1.69M 0.76% 29
2022
Q3 		$6.8M Buy
70,610
+23,208
+49% +$2.35M 0.7% 29
2022
Q2 		$4.82M Buy
47,402
+4,975
+12% +$511K 0.47% 35
2022
Q1 		$4.54M Buy
42,427
+100
+0.2% +$11K 0.39% 40
2021
Q4 		$4.83M Buy
42,327
+230
+0.5% +$26.3K 0.41% 40
2021
Q3 		$4.83M Buy
42,097
+115
+0.3% +$13.3K 0.44% 39
2021
Q2 		$4.84M Buy
41,982
+97
+0.2% +$11.1K 0.45% 38
2021
Q1 		$4.77M Buy
41,885
+3,575
+9% +$414K 0.47% 37
2020
Q4 		$4.53M Buy
38,310
+1,996
+5% +$235K 0.68% 23
2020
Q3 		$4.29M Buy
36,314
+14,709
+68% +$1.74M 0.51% 35
2020
Q2 		$2.55M Sell
21,605
-150
-0.7% -$17.6K 0.32% 48
2020
Q1 		$2.51M Hold
21,755
– – 0.38% 45
2019
Q4 		$2.44M Sell
21,755
-177
-0.8% -$19.9K 0.32% 46
2019
Q3 		$2.49M Buy
21,932
+851
+4% +$95.7K 0.34% 46
2019
Q2 		$2.35M Sell
21,081
-1,017
-5% -$111K 0.33% 47
2019
Q1 		$2.41M Buy
+22,098
New +$2.37M 0.35% 44

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 Investment Management Group's AGG Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.48% in Q2 2026, buying an estimated $95.7K and bringing the position to 200,698 shares worth $19.9M. The position accounts for 1.15% of the portfolio, ranked #12.

Patriot Investment Management Group first reported a position in AGG in Q1 2019 and has held it in 30 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Patriot Investment Management Group held 200,698 shares of iShares Core US Aggregate Bond ETF worth $19.9M as of Q2 2026.
  • Patriot Investment Management Group bought 967 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $95.7K.
  • iShares Core US Aggregate Bond ETF made up 1.15% of Patriot Investment Management Group's portfolio in Q2 2026, its #12 holding.
  • Patriot Investment Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.