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Per Stirling Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Per Stirling Capital Management’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 		$693K Sell
6,997
-3,823
-35% -$378K 0.07% 184
2026
Q1 		$1.07M Buy
10,820
+76
+0.7% +$7.6K 0.12% 132
2025
Q4 		$1.07M Buy
10,744
+980
+10% +$98.3K 0.12% 117
2025
Q3 		$979K Buy
9,764
+10
+0.1% +$992 0.12% 121
2025
Q2 		$968K Sell
9,754
-383
-4% -$37.5K 0.13% 115
2025
Q1 		$1M Buy
10,137
+848
+9% +$82.9K 0.14% 111
2024
Q4 		$900K Sell
9,289
-947
-9% -$93.3K 0.13% 115
2024
Q3 		$1.04M Buy
10,236
+954
+10% +$95.2K 0.14% 116
2024
Q2 		$901K Buy
9,282
+858
+10% +$82.8K 0.15% 106
2024
Q1 		$825K Buy
8,424
+2,196
+35% +$215K 0.14% 97
2023
Q4 		$618K Buy
6,228
+2,709
+77% +$258K 0.11% 114
2023
Q3 		$331K Buy
3,519
+292
+9% +$28.1K 0.07% 155
2023
Q2 		$316K Sell
3,227
-957
-23% -$94.6K 0.06% 157
2023
Q1 		$417K Sell
4,184
-3,910
-48% -$386K 0.09% 131
2022
Q4 		$785K Buy
+8,094
New +$783K 0.14% 92

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 22.9% 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

Per Stirling Capital Management's AGG Position: Q2 2026 in Review

Per Stirling Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 35% in Q2 2026, selling an estimated $378K and leaving 6,997 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #184.

Per Stirling Capital Management first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Per Stirling Capital Management held 6,997 shares of iShares Core US Aggregate Bond ETF worth $693K as of Q2 2026.
  • Per Stirling Capital Management sold 3,823 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $378K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q2 2026, its #184 holding.
  • Per Stirling Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.07M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.