Peregrine Asset Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Peregrine Asset Advisers’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	$354K	Sell	3,578 -13	-0.4%	-$1.29K	0.08%	161
2026 Q1	$356K	Sell	3,591 -94	-3%	-$9.4K	0.1%	143
2025 Q4	$368K	Sell	3,685 -158	-4%	-$15.9K	0.1%	126
2025 Q3	$385K	Sell	3,843 -10	-0.3%	-$992	0.12%	125
2025 Q2	$382K	Sell	3,853 -490	-11%	-$48K	0.12%	115
2025 Q1	$430K	Buy	4,343 +440	+11%	+$43K	0.16%	106
2024 Q4	$378K	Sell	3,903 -399	-9%	-$39.3K	0.14%	108
2024 Q3	$436K	Hold	4,302	–	–	0.15%	110
2024 Q2	$418K	Buy	4,302 +450	+12%	+$43.4K	0.16%	102
2024 Q1	$377K	Hold	3,852	–	–	0.15%	110
2023 Q4	$382K	Sell	3,852 -560	-13%	-$53.3K	0.19%	97
2023 Q3	$415K	Buy	+4,412	New	+$425K	0.22%	88

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peregrine Asset Advisers's AGG Position: Q2 2026 in Review

Peregrine Asset Advisers reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.36% in Q2 2026, selling an estimated $1.29K and leaving 3,578 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #161.

Peregrine Asset Advisers first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $436K in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Peregrine Asset Advisers held 3,578 shares of iShares Core US Aggregate Bond ETF worth $354K as of Q2 2026.
Peregrine Asset Advisers sold 13 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.29K.
iShares Core US Aggregate Bond ETF made up 0.08% of Peregrine Asset Advisers's portfolio in Q2 2026, its #161 holding.
Peregrine Asset Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Peregrine Asset Advisers's iShares Core US Aggregate Bond ETF position peaked at $436K in Q3 2024.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Peregrine Asset Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.