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Perennial Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Perennial Investment Advisors’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 		$1.37M Buy
13,860
+2,109
+18% +$209K 0.09% 179
2026
Q1 		$1.17M Buy
11,751
+1,134
+11% +$113K 0.09% 177
2025
Q4 		$1.06M Buy
10,617
+670
+7% +$67.2K 0.08% 186
2025
Q3 		$997K Buy
9,947
+425
+4% +$42.2K 0.08% 182
2025
Q2 		$945K Sell
9,522
-199
-2% -$19.5K 0.09% 184
2025
Q1 		$962K Buy
9,721
+480
+5% +$46.9K 0.11% 167
2024
Q4 		$895K Buy
9,241
+1,018
+12% +$100K 0.11% 162
2024
Q3 		$833K Sell
8,223
-213
-3% -$21.3K 0.11% 164
2024
Q2 		$819K Sell
8,436
-619
-7% -$59.8K 0.12% 145
2024
Q1 		$887K Buy
9,055
+138
+2% +$13.5K 0.13% 126
2023
Q4 		$885K Sell
8,917
-2,003
-18% -$191K 0.15% 117
2023
Q3 		$1.03M Sell
10,920
-237
-2% -$22.8K 0.19% 99
2023
Q2 		$1.09M Buy
11,157
+4,207
+61% +$416K 0.19% 101
2023
Q1 		$692K Buy
6,950
+881
+15% +$87.1K 0.13% 139
2022
Q4 		$589K Buy
6,069
+2,951
+95% +$285K 0.24% 85
2022
Q3 		$300K Buy
3,118
+301
+11% +$30.4K 0.14% 130
2022
Q2 		$284K Sell
2,817
-1,281
-31% -$132K 0.11% 147
2022
Q1 		$440K Sell
4,098
-2,524
-38% -$278K 0.14% 128
2021
Q4 		$759K Buy
6,622
+1
+0% +$114 0.24% 87
2021
Q3 		$762K Buy
6,621
+1,309
+25% +$152K 0.27% 84
2021
Q2 		$613K Sell
5,312
-9,284
-64% -$1.06M 0.22% 98
2021
Q1 		$1.66M Sell
14,596
-2,109
-13% -$244K 0.66% 31
2020
Q4 		$1.97M Buy
16,705
+968
+6% +$114K 0.85% 25
2020
Q3 		$1.86M Buy
15,737
+1,052
+7% +$125K 0.93% 22
2020
Q2 		$1.74M Sell
14,685
-504
-3% -$59K 1.17% 22
2020
Q1 		$1.75M Sell
15,189
-122
-0.8% -$13.9K 1.56% 15
2019
Q4 		$1.72M Buy
+15,311
New +$1.73M 1.36% 17

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

Perennial Investment Advisors's AGG Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $209K and bringing the position to 13,860 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #179.

Perennial Investment Advisors first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.97M in Q4 2020. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Perennial Investment Advisors held 13,860 shares of iShares Core US Aggregate Bond ETF worth $1.37M as of Q2 2026.
  • Perennial Investment Advisors bought 2,109 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $209K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Perennial Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.97M in Q4 2020.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.