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

Patten & Patten’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 		$404K Sell
4,082
-122
-3% -$12.1K 0.02% 270
2026
Q1 		$417K Sell
4,204
-1,381
-25% -$138K 0.03% 259
2025
Q4 		$558K Sell
5,585
-782
-12% -$78.5K 0.03% 232
2025
Q3 		$638K Sell
6,367
-213
-3% -$21.1K 0.04% 228
2025
Q2 		$653K Buy
6,580
+16
+0.2% +$1.57K 0.04% 205
2025
Q1 		$649K Buy
6,564
+9
+0.1% +$880 0.04% 202
2024
Q4 		$635K Sell
6,555
-231
-3% -$22.8K 0.04% 200
2024
Q3 		$687K Sell
6,786
-36
-0.5% -$3.59K 0.05% 195
2024
Q2 		$662K Sell
6,822
-354
-5% -$34.2K 0.05% 190
2024
Q1 		$703K Buy
+7,176
New +$702K 0.05% 191

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

Patten & Patten's AGG Position: Q2 2026 in Review

Patten & Patten reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q2 2026, selling an estimated $12.1K and leaving 4,082 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #270.

Patten & Patten first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $703K in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Patten & Patten held 4,082 shares of iShares Core US Aggregate Bond ETF worth $404K as of Q2 2026.
  • Patten & Patten sold 122 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #270 holding.
  • Patten & Patten first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Patten & Patten's iShares Core US Aggregate Bond ETF position peaked at $703K in Q1 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.