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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
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 $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Per Stirling Capital Management's AGG Position: Q1 2026 in Review

Per Stirling Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.71% in Q1 2026, buying an estimated $7.6K and bringing the position to 10,820 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #132.

Per Stirling Capital Management first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Per Stirling Capital Management held 10,820 shares of iShares Core US Aggregate Bond ETF worth $1.07M as of Q1 2026.
  • Per Stirling Capital Management bought 76 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $7.6K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Per Stirling Capital Management's portfolio in Q1 2026, its #132 holding.
  • Per Stirling Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.